I began working at Edward Jones in 1994 in Abilene, Texas, as an Edward Jones financial advisor. I believe it is important to invest my time to understand what you are working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.
I became a limited partner with Edward Jones and continued to improve my investment knowledge by receiving my AAMS™ designation through the College for Financial Planning.
My husband, Neil, and I have been married for 22 years and have two children. Both of our daughters are involved in rodeo and enjoy doing anything that is outdoors. I have been active in business and civic affairs in Abilene for many years.
My branch office administrator, Miranda Heikes, is dedicated to providing you with the highest level of service possible. Please don't hesitate to call her with questions concerning your statement, dividends, stock certificates 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 because we recognize the challenging needs of their businesses and their lives.
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Wealth Strategies
- Business Retirement Plans
- Estate & Legacy Strategies
Phone NumberJennifer Lee-Shultz at (325) 672-7228
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