Coming from a small town in Idaho and growing up in a family of eight, I learned that life isn't just handed to you. My parents encouraged us to serve others, to set goals and strive to accomplish those goals. Building on that foundation eventually took me to Brigham Young University, where I received a bachelor's degree in business finance and then, some years later, a career with Edward Jones, which began in 1989. I believe my greatest joys come from seeing others accomplish the goals they set for themselves. I am drawn to Edward Jones because of their family focus and desire to put our client's interests first.
Idaho was a great place for growing up, but I've loved the 30-plus years I've spent in Florida. My wife (Joni) and I raised our blended family of six in Bartow. We have enjoyed the weather, the sports, the beaches and the people. I have enjoyed my involvement with both the Bartow Chamber of Commerce and the Bartow Kiwanis club for many years. Our family is richly blessed by many friendships developed through work, church, school, community and neighbors. Bartow has been a wonderful place for us.
My branch office administrator, Lacy Wooten, shares my passion for helping others. She strives to provide exceptional customer service and will go overboard to make sure things get done right. She constantly strives to better herself and received her bachelor's degree in business administration while working fulltime. She is great!
Several years ago, I felt additional education would be important for me to keep up with the many facets of the financial industry. It was then I began my study to receive the AAMS® designation and later, the CFP® designation. Both designations helped me learn a great deal more about my profession.
Regardless of where you are in your journey or what your needs might be, let us see if we can help. Give us a call and we'll see if we can add value to what you might already be doing. Thanks!
- Retirement Savings Strategies
- Insurance & Annuities
- Retirement Income Strategies
- Portfolio Reviews
- Wealth Strategies
My Personal Interests
- Community Outreach
- Sports Enthusiast
Phone NumberShane K Nelson at (863) 533-6606
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