I want my clients to feel confident knowing that they are understood, informed and in control of their financial strategy.
I am a father, U.S Army Airborne Ranger and Special Operations Veteran that continues to serve in the financial industry to enhance and safeguard the financial wellbeing of all my clients.
My interest in finance began during my career in the Army when I took it upon myself to help Soldiers out of bad financial decisions. As my military career progressed, so did my desire to help others achieve their goals. It changed my life.
I want everyone to experience the benefits of making good choices, so I turned my passion of helping others into a career.
As an Edward Jones financial advisor, my first priority is to understand you and your goals. Whether it is to plan for a comfortable retirement, ensure that you do not outlive your money, pass on a business or fund your children's education, I am dedicated to understanding your unique "whys" and coming up with strategies to help you accomplish your goals.
I currently hold Series 7 and 66 registrations, the Certified Exit Planning Advisor® and Chartered Retirement Plan Specialist™ professional designations, and earned a Master of Business Administration (MBA) degree from The Johns Hopkins University Carey Business School.
My branch office administrator, Ruby Ramos, has over seven years of experience at Edward Jones. We work as a team to deliver exceptional service to you. I would like to learn about what's important to you and partner with you to help you to make informed, sound decisions. Please contact me at (808) 573-7500 or [email protected] to discuss your situation and how I can help.
Focus areas
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Military Professionals & Veterans
- Estate & Legacy Strategies
- Wealth Strategies
- Special Needs Financial Considerations
Focus Areas
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Military Professionals & Veterans
- Estate & Legacy Strategies
- Wealth Strategies
- Special Needs Financial Considerations
My Personal Interests
- Canoeing
- Hiking
- Pets
- Reading
- Scuba Diving
Personal Interests
- Canoeing
- Hiking
- Pets
- Reading
- Scuba Diving
Office Information
Phone Number
Shaun A Moore at (808) 573-7500Branch Team
- Ruby Ramos
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Monday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Thu | 09:00AM - 04:00PM |
Thursday | 09:00AM - 04:00PM |
Fri | 08:00AM - 04:30PM |
Friday | 08:00AM - 04:30PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Monday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Thu | 09:00AM - 04:00PM |
Thursday | 09:00AM - 04:00PM |
Fri | 08:00AM - 04:30PM |
Friday | 08:00AM - 04:30PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Connect on Social
Branch Team
- Ruby Ramos
- Branch Office Administrator
Branch Team
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