Shelley Yates

Senior Communications Advisor

Shelley Yates is the communications senior advisor in the Marketing department, where she leads all internal and external communications, content creation and distribution, lead generation and business development initiatives. Her specialty lies in translating industry jargon into something clients can and want to understand.

Originally introduced to the financial services industry by her father, a CPA and financial advisor for over 30 years, Shelley began her career as a client service consultant at HD Vest and transitioned to their marketing and communications department after her first year. She joined 1st Global in 2017 and enjoys the opportunity to use her writing and storytelling expertise to help advisors shape their voice in the industry.

Shelley received both her Bachelor of Arts degree in English and her Master of Liberal Studies degree in Humanities from Southern Methodist University. She has passed her FINRA Series 6 exam.