Shelley Marshall
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Shelley Marshall is the Senior Resident Director and a Wealth Management Advisor at Merrill Lynch Wealth Management in Springfield, Missouri. She joined the firm and the PBM Group in 2015 and draws on more than 20 years of experience in the financial industry. In her role, Shelley takes a holistic approach to wealth management, assisting clients with a wide range of services to help them pursue their specific financial goals. She emphasizes careful listening and encourages clients to fully express their needs, enabling the creation and ongoing development of goals-based financial strategies tailored to each stage of their lives.
Shelley holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and the Personal Investment Advisor (PIA) credential. She earned a bachelor’s degree in business from Drury University and a master’s degree in accountancy from Missouri State University. Her financial career began in public accounting, though she does not provide accounting services in her current role.
She is actively involved in her community, serving as a board member for both the Ozark Food Harvest and the Ozark Regional YMCA. Shelley resides in Springfield with her husband, Brad, and their daughter, Olivia. Outside of work, she enjoys family time and participating in fitness activities such as hiking and yoga.
Expertise
Wealth management
Retirement income strategy
General retirement planning
Charitable giving & philanthropy
College savings (529s, UTMA, etc.)
Demographic focus
Women Professionals
Women's Finance
Work history
Bank Of America, N.a.
2015 - Present (11 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2015 - Present (11 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Jon V
CFP®, EA
Springfield, MO
Vance Financial Planning
I am a CFP® Professional, an IRS Enrolled Agent, and have a bachelor’s degree in Finance from Missouri State University (Go Bears!). Since entering the financial planning profession in 2021, I’ve worked with hundreds of clients at both small and large wealth management firms. During my time at those firms, I learned that my favorite clients to work with tended to be “regular folks”, or people just like me who were diligent savers, enjoyed things like traveling and family time, and wanted transparent guidance when it came to financial decisions. I started Vance Financial Planning to help these folks with questions like: - Am I in a good position to retire in 5 years? - What changes should I be making now to prepare for my retirement transition? - Do increased Medicare premiums (IRMAA) matter in my retirement plan? - Are my investments allocated tax efficiently for my situation? - How do I take income from my accounts when I’m retired? If you’d like to learn more about my services, I invite you to visit my website to see if we might be a good fit.
Nathan Z
CFP®, Series 66
Nixa, MO
Edward Jones
Kyle N
CFP®, Series 66
Republic, MO
Edward Jones
Dana N
Series 63, Series 65
Springfield, MO
Merrill
Dana Nelson is a Wealth Management Advisor at Merrill Lynch Wealth Management. Dana joined the Springfield, Missouri Merrill office in 1986 and works with clients to understand their investment objectives and involvement preferences. Dana collaborates with clients to develop strategies that align with their mindset, approach, and investment goals, utilizing the resources of Merrill Lynch Wealth Management and Bank of America for investment, banking, and lending services. Dana holds a Bachelor's degree in Accounting from Missouri State University, earned in 1997. Dana has earned the Certified Investment Management Analyst® (CIMA®) designation since 2002 and the Chartered Retirement Planning Counselor™ (CRPC™) designation since 2013. Additionally, Dana holds the Personal Investment Advisor (PIA) credential. Dana contributes to the community through involvement with Crosslines and King's Way United Methodist Church.
Jason F
Series 66
Springfield, MO
Edward Jones
Justin H
Series 66
Springfield, MO
Edward Jones
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")