My passion for helping people think strategically and ultimately live out their best lives is what fuels me. That's why I chose to work for Edward Jones. Our firm provides clients with the unique opportunity to work with someone whose primary focus is to assist them in reaching their long-term financial goals. Each day, I get to help my clients navigate, save, manage and enjoy the wealth they have worked so hard for.
Prior to joining Edward Jones, my first career was in advertising. I have had the good fortune to travel the world both on my own and as a military spouse, which has been instrumental in illustrating the importance of learning about and experiencing different cultures both here in the US as well as abroad. In my spare time, I enjoy paddle boarding in the beautiful Gulf of Mexico. I also teach spin class at a local health studio, and I spend most spring and fall weekends watching my 13-year-old twin boys play soccer.
As a financial advisor, my primary goal is to help individuals and business owners develop investment strategies geared toward reaching their unique, long-term goals. In addition to portfolio guidance and investment advice, I also work with my clients, their CPAs and their estate attorneys on tax planning, legacy and wealth transfer strategies.
Edward Jones has thousands of people and advanced technology supporting our office so that we can help you reach your long-term goals. I would like to provide the answers to your questions so you can make informed, financially-sound decisions. Please contact me at [email protected] or 850.622.2112 to discuss your specific situation today. I look forward to getting to know you and helping you achieve your goals.
- Retirement Savings Strategies
- Insurance & Annuities
- Retirement Income Strategies
- Intergenerational Planning
My Personal Interests
- Active Lifestyle
Phone NumberShelley F Albarado at (850) 622-2112
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