Timothy Shelton, Cpwa, Cfp
About Timothy Shelton, Cpwa, Cfp
Timothy Shelton is a Senior Vice President of Wealth Management at UBS, where he has worked since 2008 in Plymouth, Michigan. He specializes in creating custom wealth management plans that align with clients' personal values and family goals.
Work at UBS
Timothy Shelton has been employed at UBS since 2008, serving as Senior Vice President in Wealth Management. Over his 16-year tenure, he has developed expertise in portfolio management and has been integral to the firm's wealth management team. His role involves creating and implementing custom wealth management plans that align with clients' family goals. Shelton's work emphasizes a detailed planning process and consistent investment discipline, which are hallmarks of the team he is part of.
Education and Expertise
Timothy Shelton earned a Bachelor of Arts degree in Finance from Eastern Michigan University, where he studied from 1998 to 2003. His educational background has equipped him with a solid foundation in financial principles, which he applies in his role at UBS. Shelton holds professional designations as a Certified Private Wealth Advisor (CPWA) and a Certified Financial Planner (CFP), further enhancing his expertise in wealth management.
Background
Timothy Shelton is based in Plymouth, Michigan, where he has built his career in wealth management. His professional journey at UBS spans over a decade, during which he has focused on simplifying clients' wealth in accordance with their personal values. This approach allows clients to allocate more time to pursuits that matter most to them, reflecting Shelton's commitment to client-centered service.
Achievements
Throughout his career, Timothy Shelton has been recognized for his contributions to wealth management at UBS. He is part of a team known for its detailed planning process and consistent investment discipline. Shelton's focus on tailoring wealth management plans to meet the unique family goals of clients has positioned him as a trusted advisor in the financial services industry.
Personal Interests
In his personal time, Timothy Shelton enjoys golfing, fishing, and exploring the culinary scene in the greater Detroit area. These activities reflect his appreciation for leisure and community engagement, contributing to a well-rounded lifestyle outside of his professional commitments.