Brandy Shelley has worked in the financial services industry since 1999 and holds her series 7 and series 65 securities licenses. Brandy spent the first half of her career with several financial firms within the Pittsburgh area. In 2010, Brandy began working alongside Ray Ballantine as a Senior Client Associate. In this role she supported his business and provided the utmost care for his clients. She also served as Trainer for new hires and created training materials at their prior firm.
In 2023, Brandy joined The Meredith Group, along with Ray Ballantine and Tim Donoghue. Brandy is now responsible for all aspects of client onboarding and servicing. She often works in conjunction with clients' CPAs and attorneys to provide the best client experience possible.
Brandy lives in Ross Township with her husband Josh and two daughters. She enjoys spending time in her garden and taking family vacations to the beach. Brandy also volunteers in her neighborhood Civic Association and Woman's Club.