Team Member
Donald Shelton
Donald was born and raised in Jamaica and had the opportunity to be exposed to a variety of cultures due to his family’s military background and travels. He credits his values to his grandmother and his discipline to his strong and loving mother, who supported him and his three siblings. Along with his wife and two children, Donald has experienced a wide range of life events that have helped him to develop a strong sense of character and perspective. He is always seeking to challenge himself by creating new ventures and is driven by a desire for growth, development, and personal achievement.
Donald graduated from Norwich University with degrees in Finance and Business Management. He began his career as a Financial Analyst for the Central Vermont Medical Center, where he provided important financial information to the Board of Directors for decision-making related to hospital operations. He later decided to enter the financial services industry.
In 2002, Donald was appointed as the Branch Sales Manager of the Miami, Florida branch of Bankers Life, a Fortune 1000 company. While there, he obtained Certification in Long-Term Care Planning (CLTC), became a Certified Senior Advisor (CSA), and led the organization to double-digit growth through his effective systems and methods of accountability.
In 2005, Donald founded Precise Capital, LLC, an independent wealth management firm. He developed a proprietary planning process for clients’ retirement, investment, and estate planning needs. As CEO, Donald has served as an Investment Advisor Representative, consistently upholding the fiduciary standard of care within the industry. He is also an educator with the Adult Financial Education Services and holds several professional licenses, including his Series 65, Mortgage Broker, and Real Estate Broker licenses. His extensive knowledge of the financial industry, combined with his insurance experience and understanding of the senior market, allows him to assist clients in a wide range of ways to help protect and secure a healthy retirement.