Jennifer Belshe

Novus Wealth Management is an investment firm in Greenville, SC. We offer insurance-based investment solutions to clients across the United States.

Novus Advisors is an independent, privately owned, fee-only SEC registered investment advisor. We serve individual and institutional clients across the United States. Our mission is to provide exceptional asset management, educational resources and strategic investment advice to help investors build, maintain and preserve their wealth. As an experienced ERISA 3(38) Investment Manager, Novus Advisors has vast knowledge of retirement plan structures, portfolio construction for retirement plans and fiduciary governance.

Lafayette Advisors is a joint venture between Novus Advisors, a Greenville, SC based Registered Investment Advisory firm, and Wilbanks Smith and Thomas Asset Management, a wealth management firm based in Norfolk, VA. The combined assets under management of the two partners exceed $5 Billion. Lafayette can act as an ERISA 3(38) or 3(21) fiduciary within qualified retirement plans. Additionally, Lafayette Advisors offers tactically managed collective investment funds available to retirement advisors across multiple national platforms. Wilbanks Smith & Thomas Asset Management, LLC was acquired by Clearstead Advisors, LLC in 2024.

BSI Capital Management is an independent investment firm in Greenville, SC. I was recruited to assist with the growth and development of this investment firm. As a licensed investment advisor and insurance agent, my primary duties included new business development, relationship management, investment planning, portfolio management, and fiduciary services.

United Performance Volleyball is a volleyball organization offering volleyball club, camps and clinics across Upstate South Carolina. From 2009 - 2011, through camps and clinics, this organization developed four hundred high school athletes, hosted twenty-five high school teams and mentored forty high school coaches. In 2011, United Performance Volleyball grew to nine teams, a 25% increase over the previous year, with seventy-five participating athletes and eighteen coaches. In 2011, United Performance Volleyball won the USA Volleyball Palmetto Regional Championship in the seventeen and under age division. Prior to selling the company at the end of 2011, I had responsibility for all aspects of business management. My duties included creating and implementing a marketing strategy, development and maintenance of the organization's website, and handling the financial management of the organization including maintaining financial accounts, responsibility for the annual budget, reporting, federal and state filings, monthly payroll, online registration, and player and tournament fees.

During my time at SunTrust, I worked directly with Private Wealth Management and Personal Trust clients to implement sophisticated investment, estate planning and credit strategies.

Fort Lauderdale, FL (September 2005 - September 2006) Personal Trust Associate NTRS Award 2006 Chicago, IL (March 2004 - September 2005) Personal Fiduciary Support Technician NTRS Awards 2004, 2005 My career at Northern Trust began on the operations side of the company in Personal Trust Services at the Headquarters in Chicago, Illinois. I quickly excelled and was rewarded with three promotions in my first year and a half with the company. During my time in Chicago I was extensively trained in Personal Trust Services and account management. I had direct access to senior leaders in the company and benefited tremendously from the relationships formed. In September 2005, I accepted a client-facing position as Personal Trust Associate in the Fort Lauderdale, Florida (Las Olas) office. In my role as Personal Trust Associate I reported to an experienced Senior Trust Officer and worked directly with Personal Trust clients to serve all aspects of their trust and estate planning/settlement needs. During this time I developed my client relationship and management skills and was given the opportunity to expand my knowledge through Trust School and investment training.

This was my third summer internship with Motorola and this opportunity served to expand my knowledge and skills, particularly in the area of Marketing. The first two summers I worked in Corporate Human Resources in the same office as the corporate leadership team. Throughout my time at Motorola, I learned valuable information about corporate culture, communication and effectively navigating through the business world. I also had multiple opportunities to present to top executives in the company. This particular internship also gave me valuable experience in international business, as I directly reported to an individual in the UK.

Completed final three CFP® education courses, successfully completed program in 2009

Perfect Score on Final Exam

Completed first three (of six) CFP® education courses

Minor in Art Dean's List