About
About Us
Atwell Private Wealth Management
Atwell Private Wealth Management is an independent investment planning team with a mission. We are committed to our clients and we define our success by our clients’ success. We will work with our clients to define and develop a plan to pursue their financial goals, and to manage personal and financial risk.
Why Independent?
We chose to become an independent team in order to align our interests with our clients’ and put their needs first. We believe this is critical to the advisor/client relationship.
Jeffery C. Atwell, AAMS®
President and CEOJeff Atwell is President and CEO of Atwell Private Wealth Management. He
established his practice with the desire to more freely meet his clients’ individual needs.
He cares deeply for his clients and is passionate about putting them at ease, even in the
most complicated situations, with a solution that works for them.
Prior to
founding Atwell Private Wealth Management, Jeff was a Financial Advisor and Limited Partner
at Edward Jones. During his time there, he built a strong and successful branch office,
seeking to serve his clients well. Jeff also believes in giving back and loves to mentor and
train others. While at the firm, he volunteered in various leadership, training and
mentorship roles.
Jeff is a native Texan and enjoys cheering for both the Texas
Rangers and the Longhorns. He likes to read, travel and enjoy the outdoors as much as
possible. He is a proponent of supporting his community and loves his family deeply. He has
four children: Lauren, Garrett, Morgan and Blake. Spending time with his children is one of
his greatest joys.
CA Insurance license #0M16917
Melanie A. Shough
Wealth AdvisorMelanie A. Shough is a Wealth Advisor with Atwell Private Wealth Management.
With over 13 years of experience in the financial services industry, Melanie brings a wealth
of knowledge and experience, coupled with her drive, dedication and passion to serve her
clients. She is honored that she has the privilege of working with Jeff to serve clients in
some of their most important life moments: their children’s education, their legacy, their
charities and providing for both themselves and those they love.
Prior to
joining Atwell Private Wealth Management, Melanie was a Senior Branch Office Administrator
and Limited Partner at Edward Jones. She worked with Jeff to build a strong branch office,
committed to meeting the individual needs of their clients. Over the years, she was also
passionately committed to giving back to her peers through volunteer positions of mentorship
and leadership.
Melanie adores her tight knit family and spends as much time as
possible with her nieces and nephews. “Aunt Melanie” is one of her favorite roles. She also
loves to travel the world and to dance West Coast Swing both socially and competitively.