As your Edward Jones branch team, we believe it’s important to invest our time to understand what you’re 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 goals based advice for you and your family. We have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today’s complex marketplace. One-size-fits-all may be fine for some investors, but we believe investments should be tailored to your goals and not generically based on guidelines for someone your age or at your stage of life.
We feel 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.
I began my Edward Jones career in 2004 as a financial advisor in Greenwood. Today, Edward Jones serves the Greenwood community from eleven convenient locations. I became a limited partner with Edward Jones in 2010.
Growing up in the Midwest in a farming community, I've learned that faith, family and hard work are most important. My family and I relocated to Greenwood in 2004 to be closer to family. My spouse, Rachel, and I have been married since 1996 and we have two children who attend local schools.
I have served the firm as a recruiting leader, client solutions leader, and performance leader. As an active member of the community, our branch team volunteer in local food drives, our church and at our children's schools.
My branch office administrators, Terry Locke and Leanne Bowden, have a combined 20 years of experience dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on them with your questions.
Focus areas
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- Employee Stock Options
- College Savings
Focus Areas
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- Employee Stock Options
- College Savings
My Personal Interests
- Spending Time with Family
- Volunteering
- Vintage Cars
- Farming
- Outdoor Enthusiast
Personal Interests
- Spending Time with Family
- Volunteering
- Vintage Cars
- Farming
- Outdoor Enthusiast
Office Information
Phone Number
Shane S Matthews at (317) 535-0296Branch Team
- Terry Locke
- Sr. Branch Office Administrator
- Leanne Bowden
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Friday | 08:00AM - 05:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Friday | 08:00AM - 05:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Branch Team
- Terry Locke
- Sr. Branch Office Administrator
- Leanne Bowden
- Branch Office Administrator
Branch Team
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