Director and Market Executive – Pacific Island
Jesse Sheley is a Director and the Market Executive for the Pacific Islands at Merrill. Jesse leads a dynamic and talented team of Advisors and Associates across four offices—three in the Hawaiian Islands and one in Guam. Passionate in his desire to bring out the best in others, Jesse is a committed listener and an involved mentor to his team, appreciative of their diverse strengths, talents, and interests. Together, they look to create a culture that embraces the distinctive goals and aspirations of each client, delivering wealth management strategies and services customized to the priorities of each individual, family, business, or institution.
Jesse has a number of responsibilities as Market Executive. He communicates the strategic direction of the firm, supporting Advisors in their ability to respond to client interests and draw on capabilities enterprise wide. He also attracts and develops preeminent talent, providing his team members with the tools, technology, and support to excel in their roles. Forward looking, Jesse oversees the processes and systems that are designed to facilitate a preeminent client experience—one characterized by quality, integrity, and impact. Finally, Jesse represents the firm within the wider community, looking to foster strong bonds beyond the walls of the office through engaged corporate stewardship.
Jesse joined Merrill in 2014 and has steadily taken on additional responsibilities. He began his career as a Wealth Management Advisor in Grand Junction, Colorado, building a successful practice that resulted in his recognition as one of Forbes “Best-in-State Next Generation Wealth Advisors” in 2019. Drawn to mentoring and coaching, he was accepted into the Market Executive Leadership Academy. In 2019, Jesse was named Mountain Plains Market Sales Manager, encompassing offices in Colorado, Nebraska, and Wyoming. The following year, Jesse was appointed Associate Market Manager for the Greater Orange County Market in Newport Beach, California. In 2021, he was asked to assume his current role as Market Executive for the Pacific Islands, where he prizes the ability to have a meaningful impact on his team and the clients they serve.
Jesse earned his B.A. from the University of Western Colorado, with a double major in economics and history. He holds an M.S. in Personal Financial Planning from the College for Financial Planning. Committed to professional excellence, Jesse is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He has also attained the Chartered Retirement Planning CounselorSM (CRPC®) designation.
Jesse lives in Kailua, Hawaii, and loves spending time with his son Jaxon. He previously served as Vice President and founding board member of the Monument View Montessori Charter School and remains an active supporter of Montessori education Currenlty urving on the Board of Trustees for Montessori Community School in Honolulu. An outdoor enthusiast, he enjoys trail running, marathons and ultra-marathons, mountain biking, whitewater rafting, and paddling.