I was 8 years old when the stock market crashed in October 1987. I decided I needed to confront my financial advisor (who also happened to be my father). I walked into his room dressed in my finest pajamas and demanded to know why my little custodial account was worth less this month than last month. Clearly I enjoy numbers!
Today I enjoy being a financial advisor of 17-plus years, helping my clients achieve their financial goals based on a philosophy of quality investments and long-term advice. Partnering with Edward Jones has allowed me to bring value to the lives of the families I work with.
I am a graduate of the “Fightin Texas Aggie” Class of 2002. While in school, I put my love of numbers to the test and obtained a BS in chemical engineering. After graduating, I chose Edward Jones and started my own practice in 2003. In 2013, I achieved the CFP® designation from the Certified Financial Planner Board of Standards. Since then, I have earned accolades including three invitations to the Barron’s Top Women Advisors Conference.
My husband, Chad, and I have twin daughters, Annabelle and Andie. We thoroughly enjoy being a part of this community where we both grew up. We enjoy watching our girls play volleyball, traveling and camping as a family.
My branch team includes Amy Bond and Deborah Goodman, who both have 20-plus years of industry experience. Our newest team member, Keaton Davis, is a Texas A&M graduate with a BS in Ag-Economics.
When working with clients, we begin by identifying what is most important to them. We take inventory of not only their financial data, but also their personal values and life ambitions. We compile this information into a roadmap for the future, always keeping eyes on that long-term vision, while addressing both the short-term victories and bumps in the road.
If you want to work with an experienced, professional team who cares about you and your family, please give us a call. We look forward to partnering with you.
My Personal Interests
- Community Outreach
Phone NumberShana P Elliott at (979) 268-8000
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 03:00PM|
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