Shelley Ford

Financial Advisor

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Shelley Ford


Experience, intellectual capital and dedicated personal service to help you meet your life goals

My Story and Services

About Me

Shelley brings a keen understanding of the entrepreneurial spirit to the clients she serves. Before joining Morgan Stanley in 2011, she spent fifteen years helping start-up and established businesses develop sound business and marketing plans, execute those plans effectively and raise money through investors, licensing fees and other strategies. With The Pelican Bay Group, Shelley works closely with business owners to help them prepare for mergers, acquisitions and other liquidity events. She also advises them on cash management, 401(k) plan management and other issues that contribute to their corporate success.

For the past several years, Shelley has focused on the unique challenges faced by women entrepreneurs and executives. She created the Executive Women’s Network of Colorado that provides its growing membership with a greater understanding of the financial options available to them.

Active in the Denver community where she has lived her entire life, Shelley helps nonprofits refine their investment and spending policies and manage cash and other assets in line with their missions. She has served on the Board of Directors for Peripheral Neuropathy Association of Denver and currently sits on the board for Colorado Public Broadcasting. In addition, she is a Rocky Mountain Micro Finance Coach and a supporter of Cocktails for a Cause, a women’s group committed to supporting worthy nonprofits in the Denver area.

Shelley earned a BA in Economics from the University of Colorado and resides in Denver with her husband (a New Zealand native) and two children.

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Services Include

  • Retirement Planning
  • Asset Management
  • Business Planning
  • Business Succession Planning
  • Corporate Retirement Plans
  • Financial Planning

Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1364387

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.



Prior to her career as a Financial Advisor with Morgan Stanley*, Shelley Ford has 15 years of business development (GTM strategies), marketing and sales experience with non-profits, entrepreneurial & large corporate environments. She has helped raise funds from VCs, Banks and accredited individual investors. Shelley most recently worked with several innovative mortgage and lending groups to fund beta test sites for originating and processing loans. Additionally, she has spent several years working with investors and start-up companies in the Clean Tech, Automotive, and software development (Raising $1 to $50 Million in VC and Angel). An accomplished grant writer, Shelley continues her involvement with non-profits, currently serving on Board of Directors for the Peripheral Neurological Association.. She has earned a BS (Marketing and Economics) from the University of Colorado. Completed Series 7 and Series 66. EXO Member, MVP South Metro Chamber of Commerce, Beta Sigma Phi, Alpha Phi and Cambridge Who’s Who.

“My success in business to date can be mainly attributed to my ability to create trusted client relationships through a deep understanding of their financial and personal goals, thereby creating specific programs which will facilitate achieving these goals.”

Weathering Divorce



  • Bachelor's of Science Marketing and Economics University of Colorado Boulder
  • Series 7, General Securities Representative
  • Series 66, Combined Investment Advisory Agent & Uniform State Exam
  • Life, Health & Variable Annuity Insurance Licensed



  • Colorado Public Television CPT 12 Board of Director
  • Executive Women Connecting EWC (Creator)
  • TIE Rockies (charter member)
  • Colorado Women’s Foundation (member)


Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing


Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting


Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Annuities

Business Planning

Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Corporate Pension Funds


Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing

Ready to start a conversation? Contact Shelley Ford today.

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