As a financial advisor, my career and passions come together. Even as a child, any aspirations I had growing up involved helping people. Having the knowledge of a subject that a person needs and being the one to teach them and enhance their life… I just find that to be my purpose in this world.
Finding Edward Jones in 2009 was such a blessing. I was finally able to give the kind of service I felt was appropriate. I get to know my clients as individuals and learn their personal needs. This is the way I help my clients financially. Every person who comes to me has their own needs, own feelings and experiences. Once I understand their goals and intentions, we then work together to develop a personalized strategy to help them feel confident and at ease. This industry can be a bit intimidating and confusing! I want to be the one who helps them feel comfortable with their choices.
So, who am I? I came to LaBelle when I was 6 years old. There have been so many changes, but it is still the wonderful small town I have always loved. I have three children: a son who works as a firefighter/EMT (my personal hero!); a daughter who is bravely making the world her own; and my youngest who enjoys art, draws quite well and may be the most courageous person I know. Aside from my kids, my personal hobbies include my gorgeous dog, Jack, reading and any activity that gets me in or on the water. My mom and two brothers are here in LaBelle as well, so family is a big deal for me. My dad, who has passed, served in the Navy and raised me to have a sensitive heart for our troops and our veterans.
My branch office administrator, Kendall Owens, has been with me since 2018 and is the best business partner I could ask for. She has a determination and articulation that inspires me every day. Kendall loves to say "Teamwork makes the dream work" and she is right! She also may be the nicest person I've ever met!
Please call any time to become a part of our Edward Jones family! We look forward to getting to know you.
- Business Retirement Plans
- Employee Stock Options
- LGBT Finances
- Military Professionals & Veterans
- Entrepreneurs & Business Owners
- New Investors
My Personal Interests
- Book Collecting
Phone NumberShirley Willis at (863) 675-0510
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