Our office combines Hoosier Hospitality and Southern Charm to provide financial guidance through your life's journey!
With almost 30 years' experience in the financial service industry, I value building in-depth, sincere relationships with my clients. Through our conversations we have learned people consistently seek answers to the following questions:
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?"
We continually strive to address each one.
Our focus is to understand what is important to you. 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.
Our branch team consists of Charlotte Cooper and myself. Charlotte has been a vital part of Edward Jones for more than a decade. When she isn't serving our clients, she loves spending time with her family, especially her eight grandchildren. She is a fan of all things Memphis Tigers as well as being an accomplished seamstress.
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, which cause some conflict at times. We are the proud parents of two grown daughters. Our oldest is a law student in Northern Illinois and our younger daughter is an educator 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.
We would love the opportunity to get to know you and start our journey toward achieving your financial goals together! Call Charlotte or me 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
Phone NumberThomas W Shelley at (901) 751-1212
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