David Shuley

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David Shuley, CFP®, CLU®
Financial Advisor

3805 Edwards Rd Ste 200
Cincinnati, OH 45209-1939

Phone: 513-366-3647

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A good financial plan will lay out what you need to do today to help achieve your goals for tomorrow. It should take a broad range of areas into account, including planning for education, retirement, and estate needs, as well as asset allocation to make sure your investment portfolio is designed to match your circumstances. 

David Shuley, a financial advisor with the The Kelley Financial Group,  will help you gain a clear understanding of these interrelationships which will prove valuable as you confront the evolving economic issues.

Regardless of the complexity of financial issues you face, no time is better than the present to get started. The sooner you can plan ahead, the better the outlook for a financially secure future. Contact David Shuley today.

Mission Statement

"My mission as a Northwestern Mutual Financial Network Representative is to help you identify your current financial picture with your future financial goals. Along with a Network of Specialists, I provide innovative solutions using world-class insurance services and internationally recognized investment products. Through this, I develop enduring relationships with my clients."

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Personal Side
David joined the Northwestern Mutual Financial Network in 1993. He lives in Northern Kentucky with his wife and four children, and is active in his children´s sports and in his church. Feel free to learn more about David on his personal page.

2011 Annual Report

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