My goal as a financial advisor is to provide financial guidance through your life's journey!
After working over 20 years for a discount brokerage firm, I wanted to find a way that I could build sincere relationships with my clients. My experience has shown that my clients consistently identify with the following situations:
Lifestyle - "Will retirement be what I dreamed it would be?"
Liquidity - "Can I access my assets when I need them?"
Longevity - "Will my assets last through my entire life?"
Legacy - "How will I ultimately be remembered?"
Charlotte Cooper is the other member of our branch team. She has been a vital part of Edward Jones for more than a decade. When she isn't serving our clients, she loves being an accomplished seamstress and spending time with her family.
Our focus is to understand what is important to you. We then use a personalized, established process to meet your goals. Additionally, we work with your CPA and estate attorney to diligently maintain a proactive partnership.
My wife, Anita, and I are from Indiana originally. We are Colts and Pacers fans, but we are divided by our collegiate alliances. She is an IU Hoosier and I'm an ardent Purdue Boilermaker. That does cause some conflict at times. We have two grown daughters who are educators in the Indianapolis area. We love spending time with them when we can. We also enjoy traveling, spending time with friends, home improvement projects and being active in our church.
I would love the opportunity to get to know you and start our journey toward achieving your goals together!
Call me or Charlotte at (901) 751-1212 and see how our personal service can make a difference for you!
- New Investors
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Wealth Strategies
- College Savings
My Personal Interests
- Community Outreach
- Spending Time with Family
- Sports Enthusiast
Office Address7730 Wolf River Boulevard
Germantown, TN 38138
Phone NumberThomas W Shelley at (901) 751-1212
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 06:00PM|
|Fri||08:00AM - 04:30PM|
|Sat||By Appointment Only|
- Web Conferencing
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