Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments and INSIGHT PRIVATE ADVISORS LLC are not affiliated companies.
BUSINESS CONTINUITY PLAN
Investments through PKS or RIA are: NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
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SHELLEY PARISH NORD
Shelley joined the Insight team in 2007, managing client relationships and providing financial advice. Prior to
joining Insight Private Advisors, Shelley was Vice President of Trust Operations for Horizon Trust Company (NJ) and manager of their fiduciary income tax department. She also worked for several software development companies as client relationship manager, enhancements design manager and software installation and training manager for accounting and securities movement systems used in large trust banks.
Shelley holds FINRA Series 7 and Series 66 registrations and is licensed to sell life and health insurance in New Jersey and Pennsylvania. She is also a Certificate holder for National Social Security Advisor (NSSA® ) program, the only accredited Social Security Certificate program in the nation.
Shelley received her Bachelor of Arts degree from Clark University in Mathematics and Russian Studies and her MBA from Seton Hall University with a specialty in Accounting and Taxation. Shelley lives in Hillsborough, NJ.