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 CEO

Jeff 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 Advisor

Melanie 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.

Sherrill K. Nelson
Branch Operations Manager

Sherrill K. Nelson is the Branch Operations Manager for Atwell Private Wealth Management. Prior to joining the company, she worked in the Aerospace & Defense Industry for Wesco Aircraft. She served in various roles during her 35 years with the company including Sales Management and Senior Strategic Account Management of Lockheed Martin. Sherrill brings a wealth of experience along with her passion for helping others, dedication, and determination to deliver excellence to our clients.
Sherrill is a native Texan and has been married to Jerry for 34 years. They have 2 sons, Joshua and Jacob, and their daughter-in-law Sarah. She loves spending time with her family, traveling, reading and camping. She has earned her Six Sigma Yellow Belt, is a certified Life Coach through Bridges Coaching and has also completed the Dave Ramsey Financial Coaching class.