Shelly Staats is the Relationship Manager at Hightower Omaha. She provides financial planning services and on-going investment advice as well as managing our marketing, website and social media. She works with clients to get a better understanding of their goals and what motivates them. Shelly’s passion is building authentic relationships that cultivate trust, communication, understanding and value.
She has over 20 years of industry experience and has worked closely with non-profits, women investors, and business owners. Her experience as an Advisor and background in operational support further enhances Hightower Omaha’s business development. Shelly holds her Series 7, Series 66 and Insurance License.
Prior to Hightower, Shelly was a Financial Relationship Advisor with Wells Fargo where she focused on developing relationships with existing clients and financial planning and wealth management. Previously, she worked at Morgan Stanley for 10 years and filled many positions including Sr. Portfolio Associate and peer coach.
Shelly is a wife and mother of three: Grant, Cooper and Hannah. Outside of work Shelly enjoys the outdoors, camping, fishing, working with animals, gardening, cooking and she loves a good dive bar. Shelly enjoys serving on several volunteer boards in her community and is also a Girl Scout Troop Leader and 4-H Leader.