I became a financial advisor with Edward Jones in order to serve families in a deep and meaningful way. Our financial health determines so much of our life's trajectory and it is an honor to help my clients organize, plan, protect and transfer their wealth.
I love the personalized approach this is so ingrained in the Edward Jones philosophy of how financial advice should be delivered. Even in today's high tech world, people crave human interaction and machines cannot do what humans can - and that is to love, to empathize, to be there in times of great joy and great concern.
I have the great pleasure of working with Jo Yvon, senior branch office administrator, and we serve clients from NY, to FL, to CA, and WA state. Much of our focus involves assisting clients in life transitions, and retirement income and protection strategies are two of our specialities.
I have been passionate about community involvement my entire life and currently serve on the BOD for the local United Way. I'm also a member of the CFWNC Women for Women Giving Circle, and active with Habitat For Humanity, the Asheville Chamber, the Asheville Symphony Guild and the NC Arboretum Society.
Prior to Edward Jones I enjoyed working as a commercial banker, technology consultant and music school director. Those formative years taught me that providing excellent client service is the differentiator in any industry. It truly sets us apart. We are nothing without our clients and meeting their needs is our complete focus, day in and day out.
I am a Wolfpack fan, graduating from N.C. State University with a B.A. in business management. I also hold an MBA in finance from Georgia State University in Atlanta.
My husband, Nick, and I enjoy hiking and biking and exploring with our beagle, Joules. We have one daughter, Alex, who is pursuing her Master's in sustainable technology at Appalachian State University Alex loves the outdoors and her dog Lily.
My Personal Interests
- Community Outreach
- Mountain Biking
- Social Responsibility
Office Address8 Town Square Blvd. Ste. 190
Asheville, NC 28803
Phone NumberShelia C Christofalos at (828) 684-0206
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 05:00PM|
|Sat||By Appointment Only|
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