Broker Check
W.Clint Shelton, <sup>CLU&#174;, ChFC<strong>&#174;</strong></sup>

W.Clint Shelton, CLU®, ChFC®

Wealth Management Advisor
7101 Wisconsin Ave.
Suite 1200
Bethesda, MD 20814
P. (301) 907-9030
F. (202) 379-1755

Clint is grateful for the opportunity to assist hundreds of clients achieve their retirement goals by working together to craft a plan that works optimally.

Growing up Clint's Nana lived with his family, because her only retirement income was a $79 monthly Social Security check, which wasn't enough to live on. Clint wanted to prevent that from happening to as many people as he could, which is why he chose a profession in the financial services industry.

Clint joined Guardian Life at age 18, while studying for the Chartered Life Underwriter (CLU) designation, which he  achieved in 1980. Clint also received his Chartered Financial Consultant (ChFC) designation in 1987 and is in his 42nd year serving in the financial services industry.

Clint has qualified for the Million Dollar Round Table (The Premier Association of Financial Professionals®) for 41 years and is currently a Qualifying and Life member (since 1983, first qualified 1978).

Clint is a member of  The American Society of CLU and ChFCs- The Society of Financial Service Professionals National Capital Chapter. He participates in rigorous continuing education requirements on both a firm and regulatory level. Clint has completed long term care partnership training,  as well as annual investment advisor representative training.

When he's not working with his clients, Clint enjoys riding his bike and walking his dogs.

Time to schedule your annual review or spend some time examining your finances? Have a question?                 Fill out this form to get in touch with Clint.

Thank you!


Personal Financial Planning

Retirement Planning 

Wealth Accumulation

Disability Insurance

Wealth Protection & Wealth Distribution

Portfolio Management

Business Strategies

Business Strategies

Connecting the dots to protect and grow both your business and personal balance sheets.

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Personal Strategies

Personal Strategies

Life is unpredictable. You need a strategy that builds and protects, no matter what happens.

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Living Confidently

Living Confidently

Living Confidently empowers you to take ownership of your decision-making, and prepare for the future.

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The Living Balance Sheet<sup>&#174;</sup>

The Living Balance Sheet®

Innovative thinking & advanced web technology to help you achieve financial balance.

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Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian

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