We are thrilled to announce that Ms. Shelly Wilson is joining the LuciaDeKlein Advisory Club as our new Fractional Business and Sales Executive!

Shelly is a genuinely dynamic and ambitious professional who has played an instrumental role in launching three successful start-ups.

With her international experience, she has gained invaluable insights into the UK markets through her work at renowned institutions like Morgan Stanley Investment Bank, Dresdner, and the London Stock Exchange.

Her deep understanding of offshore markets drives her strong commitment to supporting clients’ international property investments, ensuring a smooth and enriching experience.

Recently, Shelly has expanded her expertise to the foreign exchange industry, where she has skillfully helped individuals and businesses navigate the complexities of transferring funds into and out of South Africa.

Her passion for growth and client success shines brightly, and she is eager to explore new local and global opportunities within our family office and private client landscape.

Additionally, Shelly has just finished reading Anne Klein and Brian DeLucia’s book, “Switching Billion Dollar Conversation Lines, Family Offices, and Multi-Generational Success,” and she can’t wait to apply her newfound insights to foster engaging and meaningful discussions in her role.

We’re excited to welcome Shelly to our team and look forward to the incredible contributions she will bring.

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Here’s a selfie as evidence!