Shelly Staton is the owner of Substantial Financial Services LLC. She formed this financial company to fully immerse herself in the finance industry while offering small businesses top tier wealth management with no limits. Providing full, on-going access to the best professionals, Shelly's focus is transparency and financial intelligence as she delivers result-driven excellence to all clients. Growing up, Shelly has always had a keen sense for variables and a brilliant mathematics mind that adds value to every equation. Numbers for her exemplifies an exuberant approach to wealth and problem solving. Learning how to calculate her life's plan, Shelly’s insight and intuition became the driving force behind her deepest admirations. Utilizing the tool of education as a vehicle to navigate life, Shelly chose to pursue something that always intrigued her. Accounting and Business.

 

Beginning her career in the banking industry at the young age of 18, her passion to expand in the large world of finance grew. She went to undergrad school and received her Bachelor's degree with a double major in Business Administration and Business Finance. She then continued her education and received her Master's degree in Business Administration with a focus in Accounting. In addition to her dedication to financial growth and studies, she also received her NC Real Estate license.

 

The combination of her educational accomplishments and eagerness to enter the accounting workforce offered her a prominent position as an Accounting Manager for a non-profit religious private school. Fine tuning her skills and the desire to further grow and develop in the accounting field, Shelly became a Retail Accountant, fully responsible for 11 retail stores across various states. Accounting has been Shelly's most challenging yet rewarding accomplishment thus far. Her life has come full circle with much gratitude. From the very same numeric visions as a young girl, to now offering expert accounting services to business owners across the country. Being accountable with our accountancy services allows us to activate high quality service needs. Substantial Financial Services LLC~ We Work Wonders with Financial Growth & Numbers!