

Shelton Dotson IV-Financial Advisor
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It’s free with no obligation to hire
This pro indicated that they reviewed CDC safety guidelines for COVID-19 and pledged to do the following:
Maintain 6 feet of distance from customers
Wear masks during the job
Disinfect surfaces touched during the job
Photos and Videos
26 photos
Reviews
12 reviews
Read reviews that mention:
- Nichole T.
Personal Financial Planning
Shelton is extremely knowledgeable about financial planning. After two sessions I can already see the value in maintaining a long term relationship with him and NW Mutual! I feel confident my financial goals will be met under his guidance.
Dec 22, 2020Verified - Rick R.
Personal Financial Planning
Mr. Dotson is very informative and dedicated to helping others.
Dec 11, 2020Verified - Hamid A.
Worked with Shelton on possible retirement options. He really took his time to explain each path I could take and also advised me on the pros and cons of each. When you speak with him it really shows how much he cares about what is the best option for you. I have and would definitely recommend Shelton to anybody looking for financial advice.
Sep 3, 2020 - Ary C.
I recommend Shelton Dotson. Best in the business. Call him for all of your financial needs
Feb 26, 2021 - Bryce B.
Shelton was very knowledgeable and made sure to tailor his advice and solutions to my financial situation.
Sep 3, 2020
Credentials
Shelton Dotson
FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?Meetings or Consultations are 100% free. The only cost associated with working with me would be fees for certain accounts/services.
- What is your typical process for working with a new customer?I give useful information up front, then I ask them questions that allows me to see what their goals are, what is important to them, what they are doing right now, and then I am able to make recommendations for them.
- What education and/or training do you have that relates to your work?Bachelor's Degree From Texas A&M University Northwestern Mutual Training Life Insurance Licensed SIE, Series 6, Series 63 Annuities Licensed