Shelley Harris Moncrief, CFP® is an independent LPL financial consultant and a CERTIFIED FINANCIAL PLANNER® at SIA Investment Services in Lafayette, LA. With over 30 years of financial experience, she believes establishing financial goals is fundamental in planning your future. Shelley uses a client-centric approach by focusing on client objectives and priorities and examining current assets and investments to develop a practical plan to effectively meet, or exceed, those objectives. As part of her commitment to her clients, Shelley is dedicated to offering a hands-on approach for personalized wealth management, establishing relationships built on trust, and open communication. She is Series 7 registered and holds the Series 63 through LPL Financial. Shelley holds a BA from University of Louisiana at Lafayette. She is a native of New Orleans, and currently resides in Lafayette.
**Securities and financial planning offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. SIA Investment Services, LPL Financial and Couvillier Advisors are all separate entities.