As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Shelby Miller, CFP®
Fee-Only Financial Planner serving clients locally in South Florida and virtually across the country.
Meet Shelby Miller
Shelby Miller’s background gives her a deep appreciation and understanding of the importance of working with an advisor that has the fiduciary duty to put clients’ needs first. She loves working one-on-one with clients to help navigate their complex financial situations and plan for the future.
Before joining Team Hewins, Shelby spent almost seven years at a Registered Investment Advisor (RIA) in Orlando, FL. Her varied roles provided her with broad exposure to many aspects of private wealth management and financial planning. She began with responsibilities in client service, trading, and compliance. She was later promoted to Associate Wealth Advisor, where she was able to take advantage of her passion for financial planning. She is particularly driven to help empower women to achieve financial wellness. Shelby enjoys working with female entrepreneurs and women transitioning through divorce or losing a spouse, helping them build financial comfort and confidence in their financial futures.
Shelby attended the University of Central Florida, where she earned a Bachelor’s degree in Finance with a minor in Accounting. After graduation, she earned her CERTIFIED FINANCIAL PLANNER™ designation.
Shelby loves spending time outdoors, whether it’s enjoying the beach or visiting the local farmer’s market. She also enjoys attending a yoga class and spending her weekend trying out new recipes. Weekends also often find Shelby watching her alma mater’s football games and cheering on the Miami Dolphins.
Shelby Miller is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
Shelby Miller is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Shelby Miller
2255 Glades Road
Boca Raton, FL 33431
4400 Biscayne Blvd
Miami, FL 33137