Shelly Mathis
Senior Vice President at First Financial Trust and Asset Management | Granbury, Texas, United States
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Shelly Mathis currently serves as Senior Vice President at First Financial Trust and Asset Management, where she leverages her extensive banking career in wealth management to provide exceptional service in trust and estate administration, asset management, and new business development. With a deep understanding of the emotional complexities that accompany significant financial transitions, Shelly specializes in guiding clients through challenging life events such as widowhood, health crises, business sales, and family succession planning. Her empathetic approach ensures that clients feel supported and informed as they navigate these pivotal moments.
In her role, Shelly leads key projects aimed at enhancing the client experience and streamlining trust and investment management processes. She is instrumental in developing tailored strategies that align with each client's unique financial goals and personal circumstances. Her expertise in corporate communications and team building fosters a collaborative environment that empowers her colleagues to deliver top-notch service.
Shelly’s proficiency in sales management and marketing further enhances her ability to attract and retain clients, ensuring that First Financial Trust and Asset Management remains a trusted partner in wealth management. By combining her leadership skills with a deep commitment to client welfare, Shelly Mathis not only drives business growth but also builds lasting relationships that help clients achieve financial peace of mind during life's transitions.
Senior Vice President at First Financial Trust and Asset Management in April 2011 to Present
Senior Vice President at Texas Capital Bank Wealth Management and Trust Services in August 2008 to December 2009
Vice President at Comerica Bank Wealth & Institutional Management in October 1996 to March 2008
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Leadership
Sales Management
Marketing
Team Building
Corporate Communications
Trust and Estate Administration
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What is Shelly Mathis email address?
Email Shelly Mathis at [email protected] and [email protected]. This email is the most updated Shelly Mathis email found in 2026.
What is Shelly Mathis phone number?
Shelly Mathis phone number is +12145078972 and +13606299420.
How to contact Shelly Mathis?
To contact Shelly Mathis send an email to [email protected] or [email protected]. If you want to call Shelly Mathis try calling on +12145078972 and +13606299420.
What is Shelly Mathis net worth?
Shelly Mathis has an estimated net worth of $750,000 to $999,999
What company does Shelly Mathis work for?
Shelly Mathis works for First Financial Trust and Asset Management
What is Shelly Mathis's role at First Financial Trust and Asset Management?
Shelly Mathis is Senior Vice President
Shelly Mathis Email Addresses
Shelly Mathis Phone Numbers
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