Shelley M Moffatt

Shelley M Moffatt

AAMS®
13215 SE 240th Street Suite A Kent, WA 98042 call Shelley M Moffatt at (253) 639-8584
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At Edward Jones, our relationships with our clients aren't based on numbers and graphs. We start by getting to know our clients on a personal level: their hopes, dreams, fears and needs. I became a financial advisor to be able to take care of the people in my community and fulfill a critical role in the lives of our clients. I wanted to have a significant, meaningful impact in the lives of those I counsel. Being an Edward Jones financial advisor allows me to be there for people in multiple stages of their lives, from starting out in the workforce to planning the retirement they've worked hard for all their lives, to walking them through the end of their life.

Edward Jones is unique because of our culture of helping others get better, whether that's our clients or our colleagues. My client's success is my success. Our partnership structure enables us to truly focus on what's best for our clients, our firm and our families. We have a disciplined process to support our clients as they accomplish many goals: retirement, wealth transfer goals, educating children and grandchildren, philanthropy goals, investment goals and cash management. I am able to provide a high standard of care due to the support of my branch office administrators, Karen Turchin and Cheri Campbell. When working with us, clients can expect professionalism, a high level of customer service, follow through, accuracy and personalized care.

Family is important to me. I've been married to my husband, Tom Fendrick, since 2005 and we share four children: Madeline, Allison, Sara and Jake, and two grandchildren. I also believe in giving back and volunteering in our community. I would love to learn about you, your family and your financial situation. Please, stop by the office or give us a call. I look forward to hearing from you.

Our office is accepting new clients who are comfortable with transparency and are serious about building their wealth.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Health & Nutrition
  • Outdoor Enthusiast
  • Art & Theater

Office Information

Office Address

13215 SE 240th Street Suite A Kent, WA 98042

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Branch Team

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