My Story and Services

For more than a decade, I have crafted holistic, comprehensive wealth management strategies that can help grow and preserve my clients' assets as well as anticipate and address the important milestones in their lives.

Within the Sizemore Group, I manage the investment and portfolio analysis and work with clients and corporate retirement plans on their fund analysis and planning. As a Certified Financial Planner (CFP®), I understand how to effectively put financial planning principles into practice to help meet the goals of my clients. My CIMA® certification from The University of Chicago Booth School of Business reflects my advanced knowledge and experience in evaluating, selecting, and managing complex investment portfolios. Lastly, my C(k)P® designation allows me to specialize in retirement plans for our business owner clients who are trying to save for retirement while helping their employees do the same.

I hold an MBA and a Bachelor of Science degree from Campbell University in Buies Creek, NC. As an undergraduate, I majored in trust and wealth management, and then added another major in accounting just for fun. I enjoy applying my accounting knowledge to my day-to-day interactions with clients as we discuss the tax implications of different investment strategies. Before joining Morgan Stanley in 2011, I worked for US Trust and Merrill Lynch Trust Company, where I focused on designing trust and estate plans to help achieve a wide range of personal, tax, financial and legacy planning needs.
Outside of work, I am a member of the Wake County Estate Planning Council and am active in my church. I enjoy working out, being outdoors and spending time with my husband and two children.

Securities Agent: AZ, WY, WI, WA, VI, VA, UT, TX, TN, SD, SC, PA, OR, OH, NY, NV, NM, NJ, NC, MT, MO, MN, MI, MD, MA, IN, IL, ID, IA, HI, GA, FL, DC, CT, CO, CA, AL, AK; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

NMLS#: 1282957
CA Insurance License #: 4238842

Securities Agent: MI, LA, TN, CA, VA, WA, WY, MA, OR, OH, NY, MD, IL, FL, AZ, UT, TX, AL, PA, GA, SC, SD, NC, NV, CT, CO, NM, MO, IN, IA, NJ, WI, MT, ID, DC, AK, HI, VI, MN; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1282957
CA Insurance License #: 4238842
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

3800 Glenwood Ave
Ste 500
Raleigh, NC 27612
US
Direct:
(919) 571-6194(919) 571-6194
Wealth Management
Global Investment Office

Portfolio Insights

Financial Wellness

Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
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  • Improve retention and engagement, and
  • Set themselves apart by offering comprehensive financial wellness benefits.
The Business Case for a Financially Resilient Workforce
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The Business Case for a Financially Resilient Workforce

In the face of turbulent markets, the word “resilience” may be top of mind. Broadly speaking, resilience is the ability to “bounce back” when encountering life’s inevitable challenges.

Retirement for Plan Sponsors

End-to-End Services, Made Simple:
We can provide the tools and guidance to help you manage a retirement plan.
  • Plan Evaluation
  • Investment Management
  • Plan Management Support
  • Plan Participant Education
State of the Workplace Study 2023
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State of the Workplace Study 2023

Explore Morgan Stanley at Work’s State of the Workplace III Financial Benefits Study results. Discover workforce challenges and how to stay competitive.
Ready to start a conversation? Contact Shelley Bennett today.
Market Information Delayed 20 Minutes
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.

The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney.  The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.

Awards Disclosures
CRC 6491812 (04/2024)