Denise Sheldon
Winston-Salem, North Carolina,United States
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Denise Sheldon is a highly experienced financial professional dedicated to helping individuals, families, and business owners achieve their long-term financial goals. As a Certified Financial Planner™ (CFP®), she provides comprehensive financial planning services, encompassing retirement planning, investment management, estate planning, and risk management. Her additional credential as a Certified Exit Planning Advisor (CEPA™️) uniquely positions her to assist business owners in navigating the complexities of exiting their businesses, ensuring they maximize value and achieve their personal and financial objectives post-transition. Denise is known for her client-centric approach, taking the time to understand each client's unique circumstances, values, and aspirations to develop tailored, actionable strategies. She is passionate about financial education and empowering her clients to make informed decisions about their wealth, fostering confidence and clarity in their financial future.
Professional Summary
Denise Sheldon's work history includes a series of influential roles in various companies. Here is a detailed list of his professional journey:
Notable Achievements
Certified Financial Planner™ (CFP®) Designation
Attained the prestigious CFP® certification, a standard of excellence in financial planning. This certification demonstrates expertise in financial planning, risk management, investments, tax planning, retirement planning, and estate planning through rigorous examination, experience requirements, and adherence to high ethical standards.
Certified Exit Planning Advisor (CEPA™️) Credential
Earned the CEPA™️ credential, specializing in providing strategic advice and planning for business owners looking to transition out of their businesses. This involves value acceleration, business valuation, and post-exit life planning, helping owners achieve optimal financial and personal outcomes.
Consistent Client Success in Financial Goal Achievement
Successfully guided numerous clients in achieving significant financial milestones, from planning for a secure retirement to executing complex business exits, through personalized and strategic financial counsel.
Advocate for Financial Literacy
Actively promotes financial literacy by educating clients and the community on sound financial principles, empowering them to make better financial decisions.
Educational Background
CFP, Financial Planning
College of Financial Planning - Year 2001
BS, Finance
Beyond Academics at UNC Greensboro - Year 2010
n/a, Grant/Proposal writing
Small Business & Technology Development Center - Year 2010
BS, Political Science
University of North Carolina at Greensboro - Year 1983
Frankfurt American High - Year 1980
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Company Overview
First Citizens BankFirst Citizens Bank, a subsidiary of First Citizens BancShares, Inc. (NASDAQ: FCNCA), is one of the largest family-controlled banks in the United States. Headquartered in Raleigh, North Carolina, it offers a wide range of financial services including retail and commercial banking, wealth management, and mortgage lending. The bank operates hundreds of branches, primarily in the Southeast and, following its acquisition of Silicon Valley Bank in 2023, significantly expanded its national presence and capabilities, particularly in serving the innovation economy.
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