Financial Advisor and Coach
Creating financial wellness through innovative strategies and personalized plans.
Financial Wellness Companion (2022 - 2024)
A coaching program that integrates financial planning techniques, mental health modalities and coaching tools.
Bailie is incredibly good at explaining complicated financial ideas and giving gentle advice that has guided our family make financial decisions to help us move towards our goals. I appreciate that she always grounds her thinking about money in the larger picture of how we want to live our lives.
Rebecca, non-profit professional
Public Speaking, Financial Literacy
Bailie has spoken at over 50 venues including college alumni and undergrads, Broadway and touring shows, theatre education programs, financial institutions, startups, and more on the themes of financial wellness.
After booking my first commercial theatre gig in 2013, I connected with Bailie. I wanted to do this financial “thing” correctly. With her incredible guidance and support, I now have a multi-layered financial portfolio that I never thought was possible to achieve as an artist. Because of Bailie, I was/am financially prepared for downtime in between work, a global pandemic when theatre was shutdown; we continue to crush goals to this day. You do not have to do this alone. Bailie is the ultimate financial companion for any artist.
Tyler McKenzie (he/him/his), Broadway Performer and Educator
Certified Financial Services - Slevin Team
In 2024 Bailie joined forces with her father, Jeff Slevin to provide financial advising services to individuals, families and business owners.
More about Jeff!
Jeff began his career at Connecticut General Life Insurance, which later became CIGNA, in 1981. He later joined Guardian in 1989 and in 1993, Jeff was appointed Sales Manager. He served as an Associate General Agent and the Executive Vice President of Training at Certified Financial Services, LLC until 2020. Jeff has lectured across the country and has appeared at Top of the Table.
In addition to his individual practice, Jeff guides CFS associates towards identifying a clear vision for their career paths. He also coaches and partners with them on introducing business owners to Wealth Steps, a company-sponsored wellness program. Jeff finds that Wealth Steps is an efficient way to bring financial literacy into the lives of many and make the public more aware of various financial planning misconceptions of effectively planning and saving for the future.
Jeff is married to his wife, Debbie and together they have three children and 4 grandchildren. He enjoys golf, tennis, music and traveling.
Entertaining Finance
Bailie’s Financial Advising practice from 2005-2022. Specializing in working with the entertainment industry.
Balancing work, life, and creative activities is tough to do in New York City. Bailie Slevin talks about handling money differently than other financial advisers because she's spent time in both the theater and finance industries. She understood immediately where I've been and where I want to go. She helped me create a plan that brings more balance to my finances beyond my checkbook.
Chris Harcum, Actor and Playwright
Backstage.com - Financial Expert
Blogs and Podcasts
Never afraid of an audience, Bailie has been featured on numerous Blogs, Podcasts and served as the Financial Expert for Backstage.com.
When I first met Bailie (Financial Wellness Companion Founder) my finances needed a reboot. I was reading lots of information from dozens of sources on what I should be doing but had no idea where to start or what made sense for my situation. She was able to help me understand where I was at that moment and what I needed to do to set me up for a better financial future step by step. It's been 5 years and I am in a much better financial place than when I first met her and I always look forward to our calls.
Yuri Cataldo, Best Selling Author