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Shanell Jeffrey, FPQP™ , AWMA®

Shanell Jeffrey, FPQP™ , AWMA®

Chief Operating Officer

Shanell is the Chief Operating Officer for Commonwealth Financial Services (CFS) and has been with our firm since July of 2008. Shanell currently holds the Financial Paraplanner Qualified Professional™ designation as well as the Accredited Wealth Management AdvisorSM designation. She has also acquired her Series 7 registration through Securities America and her Series 66 registration through Arbor Point Advisors, LLC. Her career began in customer service and lending,  giving her over 10 years of experience in the financial services industry.  At CFS, Shanell manages the day to day operations, including human resources and staffing, assisting the partners with strategic planning and overall business operations. Her varied experience in client services helps her to guide the team in specialized projects.

Shanell and her husband Adam currently reside in Mineral Wells, WV with their two children.

Contact

Parkersburg Office
225 College Parkway
Suite 101
Parkersburg, WV 26104

Phone: (304) 422-3531
Fax: (304) 428-6222
Toll Free: (800) 422-4644

Wheeling Office
21 Warden Run Road
Suite 201
Wheeling, WV 26003

Phone: (304) 230-2384
Fax: (304) 230-2385
Toll Free: (866) 266-5955

Email Our Team

Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through Arbor Point Advisors, LLC. Commonwealth Financial Services, Securities America Inc., and Arbor Point Advisors LLC are separate entities.

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