As an Edward Jones financial advisor, I want to understand what is important to you. I use an established process to help you build personalized strategies to achieve your goals. While working closely with you, your certified public accountant, attorney and other professionals, I focus on quality customer service for business owners and individual investors. We will partner together throughout your life to help keep you on track to protect, build and work toward your financial goals and needs.
I joined Edward Jones in 2007, opening the seventh branch office in South Bend. In addition to running my branch, I have held several key leadership roles within Edward Jones to further the development of both newer and experienced advisors as well as branch teams in Northern Indiana.
As a 2006 graduate of Indiana University South Bend, I hold bachelor's degrees in both business management and finance. In 2010, I earned the AAMS™ designation for financial professionals. I was also humbled to be named a Michiana Forty Under 40 recipient in 2017.
A South Bend native, I currently reside in Granger with my wife, Leanne, our three children and our dog. Our family enjoys activities for the kids (horseback riding, dance classes, and basketball) and traveling, especially to Hawaii. I am an avid sports fan of Notre Dame, Indiana University, the Chicago White Sox and the Tampa Bay Buccaneers.
I have been fortunate to be involved in fantastic community organizations including Christ the King Catholic Church, where I serve on the finance council. I have also been active with Upward Sports, Leadership South Bend/Mishawaka, South Bend Regional Chamber, Community Foundation of St. Joseph County, Kiwanis and the Knights of Columbus.
My senior branch office administrator, Lisa Owen, has nearly 15 years of experience with Edward Jones. She strives to provide a high-level of service regarding any questions you may have about your statement, digital services or account in general. We aim to offer experiences of exceptional quality, tailored to your individual goals and needs.
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
My Personal Interests
- Spending Time with Family
- Community Outreach
- Real Estate
Phone NumberShawn M Stevens at (574) 299-1287
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