My vision is to inspire clients to achieve their financial goals. Edward Jones has been using the same straightforward investing philosophy for 100 years: Invest for the long term, seek quality investments and manage risk through diversification. I apply this vision by helping my clients prepare for things that are most important to them, which begins with understanding their story. Moments shape the lives of all of us, so we make it a priority to know our client's stories well. By bringing into focus what matters most, we are able to serve our clients deeply, going well beyond just the dollar amounts.
I am committed to providing comprehensive financial guidance for families and business owners that value consultative advice offered with a high level of personal service. My team uses an established process that works well with other professionals, including CPAs, estate planning attorneys and life insurance specialists, helping ensure that all the pieces of their financial picture are in order.
Outside the office, I enjoy spending time with my family: Anne Marie and our three children, who keep us very busy.
I strive to give back to our community by being involved in different service organizations. Currently, I am a member of the Stuart/Martin County Chamber of Commerce. I'm also a member of the Treasure Coast Builders Association and the United States Power Squadron.
If you're interested in learning more, please call or stop by our branch. We are conveniently located in downtown Stuart with easy parking.
Everyone has a story to share and we are interested in hearing yours!
- Wealth Strategies
- Estate & Legacy Strategies
- Divorce Finances
- Insurance & Annuities
- Portfolio Reviews
- Entrepreneurs & Business Owners
My Personal Interests
- Spending Time with Family
- Personal Fitness
- Sports Enthusiast
Office Address522 Colorado Ave
Stuart, FL 34994 opens in a new window
Phone NumberSteven Shultz Jr at (772) 220-7545
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 05:00PM|
|Sat||By Appointment Only|
- Web Conferencing
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