Shelley Walker joined Fortis Lux Financial, a member of MassMutual Financial Group as a financial advisor in January 2018. Her experience with BlackRock as a client services manager and Viacom as the director of international treasury, formed an ideal foundation for her current role as a financial advisor.
Living through many unplanned for events as she raised a son with developmental disabilities, she decided to choose a career in which she could help individuals while making a significant impact. Her passion is educating and working with individuals to understand the enormous part planning plays in shaping the future and how to navigate through it successfully.
Shelley specializes in the complex world of retirement, estate and legacy planning by providing a holistic approach rather than a standard service. There are times when an in-depth discussion with a professional is essential. She also consults with several businesses, especially non-profits on issues such as risk assessment, benefits, planning and budgeting, fundraising and program development.
Shelley graduated from NYU Stern with an MBA in finance and Purchase College with a BA in French literature. She resides in Kent, NY with her husband and son. She loves the outdoors and goes hiking or mountain biking whenever she can!