Shelby Mulverhill

PARAPLANNER

Overview

As a financial paraplanner, I work closely with our Financial Planners to ensure the smooth operation and implementation of client-specific comprehensive plans. I work directly on research, analyzing client data as well as meeting preparation and follow-through. I truly enjoy supporting clients in their journey to achieve their goals and aspirations.

ACCREDITATIONS & EDUCATION

  • The University of Colorado- Denver, Business with an emphasis on Marketing and Economics

MEMBERSHIP AND COMMUNITY INVOLVEMENT 

  • Assistant Coach at YSU- Women's Rugby

HOBBIES AND PERSONAL LIFE

  • I am an avid outdoorsman and love spending my weekends outside with our dog, Pasta exploring all of the trails Ohio and Pennsylvania has to offer.
  • Sports are a must in our household. Whether it is football, hockey, or basketball, you name it, we are watching it.

FAVORITE QUOTE

"What is success? To laugh often and much; to win the respect of intelligent people and the affection of children; to earn the appreciation of honest critics and endure the betrayal of false friends; to appreciate the beauty; to find the best in others; to leave the world a bit better, whether by a healthy child, a garden patch or a redeemed social condition; to know even one life has breathed easier because you have lived. This is to have succeeded." R. Waldo Emerson

Shelby Mulverhill<br>- Paraplanner -

330-856-6345

smul@w3wealth.com

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