At Shelton Financial Solutions we put our clients at the very center of our financial planning service. Every member of our team is here to ensure that all clients enjoy a friendly, personalized service which delivers financial peace of mind.
To ensure that our clients receive the best possible service, our experienced advisors are backed by a dedicated support team. In addition, our advisors participate in continuing professional development to ensure the best possible financial advice. It is important that our clients feel confident that we have their financial goals in mind.
Gregory Shelton CLU, LUTCF
Financial Advisor
Gregory has spent almost 20 years in the financial services industry with a deep and comprehensive understanding of investment strategies, retirement planning and wealth management. He started his career at a trust company in Ridgeland, Mississippi, and eventually move on to New York Life Insurance. Over the years, he has earned many accreditations /awards. He has been named in Forbes* magazine as a Top 250 Financial Security Professionals in America for 3 years in a row. He was Agent of the Year in 2011 and Lifetime qualifying member of the Million Dollar Round Table, as well as Chairman’s Council** agent that encompasses the top producers of New York Life.
Gregory is a graduate of Mississippi State University with a B.S. degree in Finance. He currently holds a Life Health and Accident License, FINRA Series 6, Series 63, Series 7, and Series 66 securities registrations. As an insurance and annuity specialist, and experienced retirement plan professional, Gregory is dedicated to creating financial plans for his client’s future.
A Mississippi native, Gregory has lived in Covington for almost 20 years with his wife, Jamie, and their 3 children. Outside of work, Gregory is a competitive soccer coach for Covington Futbol Club where he trains multiple teams including his son’s team. Most of his weekends are consumed with soccer tournaments and games. He loves to hunt, workout, and spend quality time with his family.
Forbes magazine as a Top 250 Financial Security professionals*
*Data provided by SHOOKResearch, LLC. Data as of 12/31/22.
Source: Forbes.com(July, 2023).
Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings, which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. Ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices. Also considered: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management, sales figures and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and audited performance reports are rare. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Chairman's Council**
**Awarded by New York Life Insurance Company for outstanding sales achievements. Council is an annual company recognition program based on agent production from July 1- June 30.
Bret Posner
Financial Advisor
Bret is the newest member of Shelton Financial Solutions with a goal of helping clients reach their long-term financial goals and objectives. He is a Financial Services Professional that is licensed to provide investment services as well as insurance for small business owners and individuals. He graduated from Louisiana State University where he received a bachelor’s degree.
Bret is a native of Slidell, LA and still resides in St Tammany Parish. Bret is an active member of Business Networking International and the president of the Northshore Business Club. He loves spending time with his family and friends, most notably his wife, Rachel, and their 2 children.
Dana Talley
Licensed Services Assistant
Dana has been Gregory Shelton’s administrative assistant for 12 years. She
has been working in the financial field for over 20 years and holds a life/
health/ accidental insurance for the state of Louisiana. Dana oversees the
service and processing of new and in-force contracts with New York Life and other insurance companies.
She has been married for 24 years to Cody and they have two children: Jessica and Cayle. She enjoys spending time with her family and friends.