It's nice to meet you!
At Avidian, we provide a suite of tailored wealth management solutions created for you and your goals.Download my brochure
Shelby Bradshaw joined Avidian in June of 2023. Shelby works to support the practice of our CEO Luke Patterson, David Lee, and Michael Zdenek. Shelby began her career as an Associate Financial Representative with Northwestern Mutual and, most recently, as an Investment Operations Associate for a Private Equity firm located in Houston. Shelby is a liaison between the advisor and clients throughout the onboarding process and continued account maintenance. Shelby grew up in the suburbs and recently moved to the City of Houston. She enjoys spending time outdoors with her dog, daughter, family & friends.
Curious about where you stand today? Schedule a meeting with our team and put your portfolio to the test.*