As your Edward Jones branch team, we believe it's important to invest our time in understanding what you're working toward before you invest your money. Working with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings so you have more options when you retire.
In 2002, I joined Edward Jones as a financial advisor, assuming responsibility for the firm's first branch office in Batesburg-Leesville.
I have earned my Accredited Asset Management Specialist¿ designation from the College for Financial Planning. The AAMS® designation is awarded to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
My wife, Kay, and I have been married for more than 27 years. We have four children and three grandchildren. Originally from West Columbia, I have lived in Wagener for over 20 years. I am an active member of the Batesburg-Leesville Rotary Club and the Chamber of Commerce.
My Branch Office Administrators are Lisa Urban, Lori Shumpert and Leah Shumard. They have more than 25 years of combined experience and are dedicated to providing you with the highest level of service possible. Please don't hesitate to call on them with questions concerning your statements, dividends or your account in general.
Relationships are key and, in our view, meeting face to face builds strong relationships. We meet when it's convenient for our clients. We also offer educational opportunities through quarterly seminars and monthly lunches and dinners. We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs.
Please contact me to discuss your situation and options. Also, follow me on Facebook at Edward Jones-Financial Advisor: Andy Shumpert.
- Business Retirement Plans
- Retirement Savings Strategies
- Portfolio Reviews
My Personal Interests
Office Address235 E Columbia Ave
Leesville, SC 29070 opens in a new window
Mailing AddressP O Box 2560
Leesville, SC 29070
Phone NumberAndy L Shumpert at (803) 532-7229
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More