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Sheena Potts

Sheena Potts

Financial Advisor

Mobile Phone: (609) 352-9654

Sheena entered the industry in 2020 after a successful career in the wellness industry. Sheena owned her own business and lived her passion of cultivating strong relationships with her clients to educate them on the best strategies to accomplish their goals.

She has a made a seamless transition into the financial industry and is now helping individuals, families and business owners identify ways to improve their financial strength and security. She’s an advocate of aligning herself with seasoned members of the team to provide the best service and strategies for her clients.


She holds a Series 65, 63 and 6 securities registrations and is also a licensed agent for Life, Health and Disability Insurance. She is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in NJ, NY, PA, SC and UT. She is also insurance licensed in NJ, NY, PA, SC and UT.