Shana Elliott, Financial Advisor located in College Station, TX

Financial Advisor
Shana P Elliott

CFP®, CPWA®
1001 University Dr E, Suite 101, College Station, TX 77840opens in a new window
Accepting New Clients
Serving clients with $750,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Women Investors
  • Entrepreneurs & Business Owners
  • Divorce Finances
  • Charitable Giving
  • Estate & Legacy Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CPWA®

    Certified Private Wealth Advisor®

Personal Interests

  • Camping
  • Volleyball
  • Community Outreach
  • Gardening
  • Animal Rescue

Team Members

  • Keaton Willett
    Associate Financial Advisor
  • Valerie Skower
    Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
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
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(979) 268-8000

Fax

(877) 222-1563

Office Address

1001 University Dr E
Suite 101
College Station, TX 77840opens in a new window

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