Before I became a financial advisor, I was an Edward Jones client. The guidance and support I received from my financial advisor had a huge impact on me. My passion for helping people reach their goals and live out their best lives is what fuels me. So, when the opportunity presented itself for me to join Edward Jones, I realized that this career was what I had been waiting for and have never looked back.
Prior to joining Edward Jones, my first career was in advertising, and my second was as a stay-at-home-mom. I have had the good fortune to travel the world both as an individual 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. Diversity and inclusion are important to me, which is one of many reasons I chose to work for Edward Jones. 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 11-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. I also work with my clients, their CPAs and their estate attorneys on tax planning, legacy and wealth transfer strategies. Whether you are an individual investor or a business owner, I can help you plan for retirement and beyond.
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.
My Personal Interests
- Active Lifestyle
Office Address2166 West Highway C30a
Santa Rosa Beach, FL 32459
Phone NumberShelley F Albarado at (850) 622-2112
|Mon||08:30AM - 04:00PM|
|Tue||08:30AM - 04:00PM|
|Wed||08:30AM - 04:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 04:00PM|
|Sat||By Appointment Only|
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