As a financial advisor, I am privileged to help people work toward their goals, alleviate worry about how money can work for them and take away fear of the unknown. I have a true devotion to helping people, and I enjoy developing meaningful relationships with my clients.
After working in the banking industry for 17 years, in 2015, I made a career transition to Edward Jones, and was joined by my Branch Office Administrator, Bridget, in 2019. We work together as a team, and have a level of commitment that I am excited to share with our clients.
I partner with my clients to find the best plan and solutions for them. Using our established review and assessment process, I create personalized financial strategies, working backwards from each goal and defining the steps needed to reach it. Once these strategies are in place, I maintain regular communication with my clients, adapting and adjusting as changes happen along the way. And, when it benefits my clients, and always respecting confidentiality, I collaborate with other professionals in the industry to ensure we have the right people working together to provide the best care possible.
I am proud to serve varieties of clients, from individual investors to multigenerational families, from new investors to established business owners. No matter what their current financial situation is, my clients are treated to personalized attention from a dedicated financial partner and coach.
At Edward Jones, I currently serve as a field trainer and a mentor, and I lead our region's Social Media Academy. Personally, I am highly involved in my community, with the belief that I can think globally and act locally. I volunteer as the event emcee for several local non-profit organizations, focusing on causes that are closest to my heart. I am an active member of the Bellingham Chamber of Commerce and the Fairhaven Association. My husband, Peter, and I (and all of our pets), enjoy time working on our home and property, and well spent with family and friends. Having lived on the east coast and overseas during his military service, we are happy to have returned to the Pacific Northwest, now our forever home.
I welcome you to meet with me and get to know me. Together, we can work to grow your financial dreams into reality, because, as you will see when you come to my office, I firmly believe that "everything is figureoutable".
- Retirement Savings Strategies
- Wealth Strategies
- Portfolio Reviews
- Socially Conscious Investing
- LGBT Finances
- New Investors
My Personal Interests
- Community Outreach
- Social Responsibility
Phone NumberShannon Day at (360) 746-8762
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