“Financial literacy equips clients with the knowledge to manage their finances in conjunction with their goals. My desire is to provide that source of understanding so clients know our relationship is a partnership in which goals are realized together.”
Shelly Braden, CFP®, BFA™
Senior Wealth Advisor
As a Senior Wealth Advisor in PBMares Wealth Management’s Williamsburg office, Shelly Braden has a passion for providing holistic financial planning to families and individuals.
Shelly graduated from Golden Gate University with her Masters of Science in Financial Planning and Taxation with a concentration in Estate Planning. She is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) having completed the CFP Board’s rigorous standards through the University of California, Los Angeles (UCLA). Shelly also holds her Behavioral Financial Advisor™ designation.
In her spare time, Shelly enjoys running and baking bread. She is also a member of the Junior Women’s Club of Williamsburg. Originally from North Carolina, she now resides in Williamsburg with her husband, Forest and son, Bowie.
Insights Authored by Shelly Braden, CFP®, BFA™