Samuel Shelley
Samuel Shelley
Sam was born and raised in Lexington, KY and later earned a bachelor’s degree in economics and finance at Centre College in Danville, Kentucky. While there, he served as president and portfolio manager of the Centre College Investment Society and as a pitcher and captain for the baseball team. Sam and his wife, Madison, moved back to Knoxville in summer of 2023 after a 4-year stint in the Washington, D.C., area. In their free time, they love to hike with their German Shorthaired Pointer, Molly. He also enjoys fly fishing, golfing, and keeping up with Formula 1 racing.
Sam is a CERTIFIED FINANCIAL PLANNER ™ Professional and has a passion for helping individuals, families, and business owners build financial stability and lasting wealth through comprehensive financial planning. He has the heart of a teacher and hopes that he can help clients feel more informed and confident about the financial decisions they make. Sam is a board member of the Financial Planning Associate of East Tennessee.
Areas of Practice
Retirement planning.
Tax efficient investment management.
Insurance planning.
Education planning
Education
Bachelor’s degree, Economics and Finance, Centre College, Danville, KY
CERTIFIED FINANCIAL PLANNER ™ Professional
Contact Information:
The Trust Company of Tennessee
4823 Old Kingston Pike, Suite 100
Knoxville, TN 37919
Call: 865-251-3837
Website: The Trust Company