Artisan Financial Strategies
Shelley Aritt Gavriel is an experienced finance professional currently serving as a Client Service Specialist in Investment Operations at Artisan Financial Strategies since August 2023. Previously, Shelley held the position of Senior Client Service Manager at Sage Mountain Advisors, where responsibilities included managing client accounts, executing financial transactions, and coordinating with advisory teams. Experience at Gratus Capital LLC as a Client Service Manager involved directing the client experience and overseeing onboarding processes for high-volume business channels. Earlier positions included roles as Family Office Coordinator at Nicholas Hoffman & Company and Executive Assistant to the SVP of National Sales at Aliera Healthcare, where Shelley honed skills in client relationship management and operational efficiency. Shelley holds a BSc in Business & Financial Economics from the University of Leeds.
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Artisan Financial Strategies
Artisan Financial, where relationships come first! Who are the important people in your life? What family dynamics affect your financial goals and the best way to achieve them? Which emotions do you associate with financial decisions? Questions like these should drive your financial plan as much as the numbers. That’s why at Artisan Financial, we base everything we do on the details that make you so unique. Artisan Financial Strategies is a premium financial services firm dedicated to providing an exceptional client experience and a technically sophisticated approach to financial planning. With over twenty years of experience, our focus is designing and implementing customized financial blueprints that help busy Atlanta-area professionals create the future you envision. Working closely with clients, we take the burden of financial planning and management off your shoulders while respecting the value of your time. Think of us as the CFO of your money team: We partner with you to assess the big picture and ensure all your financial strategies work together to create optimal outcomes, leaving you free to focus on what’s most important to you.