Shelvic Webb-Thomas
Registered Administrative Associate
For the past six years, Shelvic has been dedicated to supporting advisors in helping individuals, families, and business owners take control of their financial futures. He takes pride in working closely with financial advisors to build strategies that not only manage their current goals but also set them up for long-term success.
Born and raised in Detroit, Michigan, Shelvic brings a strong Midwestern work ethic and a genuine passion for service to everything he does. He’s a proud graduate of Saint Xavier University, where he earned his bachelor’s degree in Finance and Sports Fitness Administration—blending his love for numbers with his lifelong interest in health and performance.
If you could only give one piece of financial advice, what would it be?
Set a budget—and stick to it! Too often, we mentally spend our money before we even receive it, which can lead to impulsive decisions and poor financial habits.
If you had a day off to do anything you wanted, what would you do?
If I had a full day off to do anything I wanted (no responsibilities, no deadlines), I’d start slow—coffee in hand, reading something thought-provoking to get the mind going. Then, I'd dive into something creative—maybe write, design, or build something new just for fun.
What is your passion outside of your current career:
Volunteering not only allows me to stay grounded and connected to my community, but it also reminds me of the importance of empathy, collaboration, and impact beyond the workplace. It’s one of the most fulfilling ways I choose to spend my time.
How would you describe yourself in 3 words:
Ambitious, Passionate, Actionable