Shelton Dotson IV-Financial Advisor
Shelton Dotson IV-Financial Advisor

Shelton Dotson IV-Financial Advisor

Top Pro

Offers remote services
Discounts available
Offers remote services
Discounts available
contact for price

Zip code
Annual income

Responds in about 31 min

Introduction: Introduction: IMPORTANT: My team and I work virtually with clients all over the country leveraging technology. If you are looking for someone local/face to face, make sure to deselect "This can be done over the phone/internet" and only local pros will show up as options. When choosing someone or a company please keep in mind that we pay for these leads regardless of whether we work together. If you haven't seen a reply from us the same day, please check your spam folders for our replies through Thumbtack. I’m based out of Houston, Texas, but I service clients all around the United States. *I don’t offer fee-based planning* I help manage my clients assets. I have my own company, underneath Northwestern Mutual. At Northwestern Mutual I strive to help my clients reach all of the goals that they set forth, whether personal, professional, and/or financial goals. My motto is, "I can do all things through Christ who strengthens me." Philippians 4:13." I help with financial planning, investing, life insurance, disability insurance, and/or long term care. I also can give strategies towards credit building. Helping You Create a Financial Plan That Grows With You: Financial security is something many of us strive to achieve in our lives. You try to do what's right for those you care about, but the wrong financial decision can undermine the best of intentions. Why us? Our values: At Northwestern Mutual, it's our mission to do what’s right, put people first, provide financial strength and take a long-term view. Our mission: To ensure that everyone has a financial plan, and are truly prepared for both the good times and the bad times in life. Our team: We are dedicated to a personalized experience for each client, working hard to set and achieve goals, all while being flexible to the client’s changing needs. Member of Kappa Alpha Psi Fraternity, Inc. (Nu Alpha Chapter) Our company’s financial strength is world renowned. I’m able to put my clients in the best investment and insurance solutions tailored for their situation.
Overview

Current Top Pro

Hired 26 times

2 similar jobs done near you

Background checked

License verified

1 employee

2 years in business

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Currently a top pro

Top Pros are among the highest-rated, most popular professionals on Thumbtack.

Current Top Pro

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

Featured Projects

41 photos

Reviews

Customers rated this pro highly for professionalism, work quality, and responsiveness.

Exceptional 5.0

23 reviews

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Read reviews that mention:


Krystal F.

Personal Financial Planning

Shelton is very professional but also very personable. He has visuals that are very helpful in explaining financial concepts and is efficient in creating plans to meet goals. Highly recommend!
Nov 19, 2021
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Verified
Ashley G.

Personal Financial Planning

I’ve had a few sessions with Shelton. They have been extremely informative. Shelton is very knowledgeable in his profession and made me feel more at ease in taking the steps I need to be more financially independent and retire early.
Jun 23, 2021
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Verified
Mikie M.

Personal Financial Planning

Shelton Dotson was a very knowledgeable/professional financial planner who takes his time to walk through the planning process with his customers thoroughly to help them make the best financial decisions for their future!! A+++++ Rating
Mar 11, 2021
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Verified
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, 2020
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Verified
Tina S.

Personal Financial Planning

Shelton was very friendly and professional. He explained concepts well and would check with me to make sure I understood everything, which I really appreciated.
Sep 17, 2021
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Verified
Credentials
License

License Type: Broker (Securities) (TX)

License verified on 9/30/2021

Background Check

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

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