Welcome to our Edward Jones page. My team and I focus on working with a select group of professionals, small business owners and their families who want to establish multi-generational wealth.
There are so many questions surrounding the topics of building wealth, retirement and income distribution, social security, wealth protection and college savings. We believe everyone should have a personal relationship with a financial advisor that you trust. As a team we strive to make a significant difference as we work to make these complex topics easier to understand.
Our mission is to understand what's important to you. We use our established process to build custom investment strategies to help you reach your individual goals. We are passionate about partnering with you throughout your life to help keep you on track.
Think of us as your financial pilots. Tell us where you want to go. We will come up with the best route to get you and your family there safely. We will help you navigate your financial course so that you are able to focus on what's most important to you.
We enjoy working with people who are serious about their finances and who appreciate steady, proactive guidance. Our philosophy is to be diligent and pragmatic, and to follow a well-thought-out long-term strategy to reach your goals.
Call us today to schedule your complimentary consultation.
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Intergenerational Planning
- Wealth Strategies
My Personal Interests
- Active Lifestyle
- Personal Fitness
Office Address5000 Bissonnet
Bellaire, TX 77401 opens in a new window
Phone NumberShawn Nicol at (713) 665-8075
|Mon||08:00AM - 04:00PM|
|Tue||08:00AM - 04:00PM|
|Wed||08:00AM - 04:00PM|
|Thu||08:00AM - 04:00PM|
|Fri||08:00AM - 04:00PM|
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