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Shelly Bailey, CFP®, CTFA

Estate Associate

“I admire Truepoint’s holistic, integrated wealth management approach and its client-to-employee ratio. The culture and community engagement at Truepoint are a wonderful match to my personal beliefs and aspirations.”

Shelly’s Story

Shelly has a special talent for simplifying technical estate documents and helping clients craft plans that reflect their values and goals. By getting to know clients personally, Shelly can learn how they want their assets passed on, make sure their assets are sufficiently protected, and facilitate positive relationships among family members. She wants Truepoint clients to feel confident that everything they worked so hard for will be distributed according to their wishes.

Outside of work, Shelly enjoys walking, hiking, biking, cooking, and playing with her kids.


Education

Indiana University, BS

Designations

CERTIFIED FINANCIAL PLANNER™
Certified Trust and Financial Advisor

Community Involvement (1)

  • Freestore Foodbank

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