Birmingham, AL – As part of its continued efforts to enhance our client service and experience, Shades Creek Wealth Advisors is excited to announce the addition of its two newest team members.
Maria Velez-Herrera will serve as a Client Service Representative to assist clients with onboarding and ongoing service. She previously worked with Regions Bank as a Financial Relationship Consultant where she worked one-on-one with individuals to build relationships and provide solutions. Maria is a graduate of Jacksonville State University where she obtained a bachelor’s degree in Economics. She is also a credentialed Life Insurance Producer.
Holton Bell joins Shades Creek as a Financial Advisor with experience in complex financial planning and wealth management. Holton previously worked for Addicus, a multi-family office, as a Private Wealth Relationship Manager after beginning his career with Raymond James. Holton is a graduate of the University of Alabama at Birmingham and holds the Accredited Asset Management Specialist (AAMS®) designation.Click here to get to know our new team members at the Firm.