Meet Kathy Shelton, Administrative Assistant at U-Vest in the Daphne AL office!
This month, we are excited to feature Kathy Shelton, an integral part of the U-Vest Financial team. With a diverse background, a passion for adventure, and a deep dedication to supporting clients, Kathy brings both expertise and enthusiasm to everything she does.
Here’s more about her story:
Career & Expertise: With years of experience in client relations and administrative support, Kathy plays a vital role in ensuring that U-Vest clients receive top-notch service. Her keen eye for detail and commitment to efficiency make her a key contributor to the firm’s success.
- Certifications & Skills: Kathy holds a degree in Russian and even spent two months studying in Russia to master the language. Her adventurous spirit also led her to earn a USCG Six-Pack License, allowing her to captain vessels with up to six passengers.
- Community & Volunteer Work: Kathy once volunteered as crew on a 172-ft tall ship, sailing through the Caribbean for two months—a testament to her adventurous and service-oriented nature.
- Hobbies & Interests: Outside of work, Kathy is an avid traveler, enjoying both domestic and international adventures with friends and family. She loves sailing her 28-ft O'Day, camping, and spending time at the beach. She also enjoys off-roading and exploring nature, hobbies inspired by her Marine father, who spent his free time fishing, flying kites and radio planes, shooting cans, and camping. Kathy also shares a special bond with her mother, a lifelong bowler, often joining her team for games and taking day trips to the casino, where they indulge in the crab buffet.
- Fun Fact: Kathy’s adventurous spirit knows no bounds—whether she’s sailing through the Caribbean or trekking into the wild, she’s always ready for her next adventure.
We are grateful to have Kathy as part of the U-Vest family and appreciate her passion, professionalism, and dedication to our clients.
Celebrating Allie’s AAMS Designation!
We are proud to announce that Allie Winchester has earned her Accredited Asset Management Specialist (AAMS) designation! This certification demonstrates her expertise in investment strategies, estate planning, and asset management, further enhancing her ability to help clients achieve their financial goals.
Please join us in congratulating Allie on this impressive achievement!
April is Financial Literacy Month: Take Control of Your Financial Future
April marks Financial Literacy Month, a perfect time to expand your knowledge and make informed financial decisions. Here are three ways to boost your financial literacy this month:
Understand Your Investment Options – Get familiar with stocks, bonds, mutual funds, and retirement accounts. Knowing your options helps you make smarter investment decisions.
- Brush Up on Budgeting Basics – Review your income, expenses, and savings goals. Use a budgeting tool or app to track your spending habits.
- Schedule a Financial Review – Meet with your U-Vest advisor to review your financial plan, explore new strategies, and optimize your portfolio.
- Financial literacy is the foundation of a secure future—take advantage of this month to strengthen yours.
April Tax & Financial Deadlines to Keep in Mind:
April 1 — RMD (Required Minimum Distribution) deadline for first-time IRA withdrawals.
April 15 — Tax Day: Individual tax returns and IRA contributions for 2024 are due.
April 22 — Earth Day: A great time to consider sustainable investment opportunities.
Special Dates Coming Up in May:
May 5 — Cinco de Mayo: A festive time to enjoy family and friends.
May 12 — Mother’s Day: Celebrating the special women in your life.
May 15 — Tax Deadline for Nonprofits: Last day for most nonprofits to file Form 990 with the IRS.
May 27 — Memorial Day: A time to honor and remember those who served.