Our Shelby Branch Office is a team you can trust to help you plan and achieve your life goals.
In 2013, I began a career with Edward Jones as an on-call branch office administrator. I took over the branch as financial advisor in October 2014 after obtaining my Series 7 and 66 Securities Licenses, becoming licensed for life, disability (health), and variable insurance. I obtained my AAMS® professional designation from the College for Financial Planning in 2018.
My job as a financial advisor is to understand your goals and help you reach them. When it comes to your financial future, it's important to work with someone you like and trust, who takes time to understand you and your situation. Someone who will be honest with you and guide you in the right direction - relationships are key. Most goals are not achieved because of the fear of failure. I have an established process and I can help you better understand how to navigate your goals and the investment world.
Linda and I are a great team and together our vision is to help people make sense of investing. It is our personal goal and commitment to help our clients organize, protect and grow their assets. We want our clients to understand and believe in the investments they own. Our job is to help them see the value we provide both by being administratively efficient, as well as providing solid investment advice and a portfolio based on their needs. We want them to be better off financially because they choose to do business with our office.
Giving back to the community has always been important to both Linda and I. We actively support the Alzheimer's Association, Shelby Elks Lodge, Pondera Heath Foundation, Future Farmers of America and we are also both active in several other clubs and organizations in the surrounding areas.
Call us today to become part of the family! Like us on Facebook @Marsha.McCubbins to receive financial updates.
Office Address402 Front St
Shelby, MT 59474
Mailing AddressPo Box 975
Shelby, MT 59474
Phone NumberMarsha N McCubbins at (406) 434-7234
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