2435 North Central Expressway
Your partners for life
Shea Wealth Management is an independent, wealth management firm that has always believed in the "Client First" philosophy. This requires that we not only seek to understand our clients' goals and objectives but that we also understand the myriad solutions that are available in both planning structures and through implementation of investments. We have built a culture through years of experience to provide financial peace of mind through a deeply personal, collaborative approach to financial planning and investment advice.
By placing people and relationships at the center of what we do, we aspire to meet every wealth management need with exceptional service, making Shea the first call for our clients when they make decisions that may significantly impact their lives.
In addition to 3 generations of experience advising clients in all stages of life, our advisors continue investing in advanced, specialized education which includes Certificate in Financial Planning from Southern Methodist University, and designations awarded for Certified Financial Planner (CFP®), Chartered Financial Consultants (ChFC®), Chartered Life Underwriter (CLU®), Charter Advisor for Senior Living Designations (CASL®).
CERTIFIED FINANCIAL PLANNER™
A graduate of J.J. Pearce High School in Richardson, Bill was awarded an athletic and academic scholarship to The University of Texas – Arlington. Bill completed his BBA at Texas Tech University in 1985. While a senior at Texas...
Shortly after graduating early from Texas A&M – Corpus Christi, Nicole joined Shea & McMurdie Financial in May of 2015. She holds both Series 7 General Securities license and Series 66 Uniform Combined State Law license....
After Graduating from the University of Arkansas, Taylor joined Shea & McMurdie Financial in December of 2013. He holds his Series 7 General Securities license, Series 66 Uniform Combined State Law, Life/Health Insurance license, as...
Holly has an intricate role managing the office, onboarding of clients, customer service and follow-up. She plays a critical role developing and maintaining technology within the firm.When Holly is not working, she stays active...
Client Service Coordinator
With over 20 years in the financial services industry, Sue has played a critical role in developing and maintaining relationships with important employers and individual families within our advisory acquisitions. Sue joined our...