Steve Shelvey - Email & Phone Number

Fiduciary Advisor at Trajan Wealth Llc

Steve Shelvey is based out of Dallas-Fort Worth Metroplex and works at Trajan Wealth Llc as Fiduciary Advisor.

Steve Shelvey's Contact Information

Steve Shelvey's Work email

s*****@trajan***.com

Valid

Latest update

October 29, 2025

Location

Dallas-Fort Worth Metroplex

Steve's current employer

Trajan Wealth Llc

Description

Trajan Wealth is client-centeric and we value our fiduciary relationships. Contact us for help on reaching your financial goals!

Website

trajanwealth.com

HQ Location

Scottsdale, AZ, United States

Number of employees

51-200

Industry

Financial Services

Latest update

May 1, 2024

Read about Trajan Wealth Llc

Frequent questions about Steve Shelvey

What company is Steve Shelvey working for?

Steve Shelvey works for Trajan Wealth Llc.

What is Steve Shelvey's function at Trajan Wealth Llc?

Steve Shelvey is Fiduciary Advisor at Trajan Wealth Llc.

Where is Steve Shelvey based?

Steve Shelvey is based out of Dallas-Fort Worth Metroplex.

What is Steve Shelvey's work email address?

Steve Shelvey's professional email address is s*****@trajan***.com

Who are Steve Shelvey's co-workers?

Steve Shelvey's colleagues are Jeff Junior, Mike Wilson, Rubén Angulo, Sterling Russell, David Busch, CFA, Mollie Everett, Eric Tseng, Katie Terrazas, Ann Wang, Jessie Grenfell, Rebecca Hollingsworth, Shane McGreevy, Ilya Roytman, Thomas Kelleher, Jeff Gonzales, Nickolas Minard, Tami Hampshire, Michael Collins, Brandon Gerfen, Patricia Pellett, Marti Bryant, Corbett LaDuke, Steve Woodhead, Udayan Mitra, Paul Mann, Tim Lambros, Nicole Smith, Chris Nowack, Judith Maldonado, Nate Haberman, Laurie Turley, Nathan Faerber.

Steve's co-workers

Jeff Junior

CEO and Independent Financial Advisor

Mike Wilson

Vice President and Financial Planner

Rubén Angulo

VP of Advisor Development & Investment Advisor Representative

Sterling Russell

Director Of Fixed Income

David Busch, CFA

Director of Fixed Income

Mollie Everett

Director of Marketing

Eric Tseng

Head of Client Development

Katie Terrazas

Marketing Manager

Ann Wang

Investment Specialist

Jessie Grenfell

Senior Salesforce Developer

Rebecca Hollingsworth

Content Creation Manager

Shane McGreevy

Chief Operating Officer

Ilya Roytman

Fiduciary Advisor

Thomas Kelleher

Client Portfolio Manager

Jeff Gonzales

Fiduciary Advisor

Nickolas Minard

Client Portfolio Manager

Tami Hampshire

Chief Marketing Officer

Client Portfolio Manager

Chief Investment Officer

Paul Mann

Continuous Improvement Manager

Client Relationship Manager

Nate Haberman

Client Portfolio Manager

Laurie Turley

Investment Advisor Representative

Nathan Faerber

Finacial Advisor

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