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Edward Jones | Shane Theriot

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Financial & Investment Services

About Us

Being a part of the Chamber means that I can be proud of who I am. I can be myself and successfully run my business. With Edward Jones scoring a perfect 100% on the HRC corporate equality index repeatedly, I chose to work for a company that not only accepts me as I am but values me as I am as well.

It is important to me to be a part of the Greater Houston LGBT Chamber because people work with people who share common interests, traits, characteristics, etc. As part of the LGBTQ community, I feel right at home among my peers, colleagues, friends, and allies. There's a built in level of trust and comfort knowing initially you have something in common.

And at the end of the day, you and I have to trust one another. I believe that trust comes from candid, honest conversations and the removal of high-pressure sales tactics. Ultimately, I want to help you achieve what you've set out to do financially.

I get to help with the financial part of making dreams come true, like preparing for a dream vacation, a dream home, or a dream retirement. Most importantly, I want to know what you want to accomplish in life and to partner with you in your successes.

Initially I got into this for selfish reasons. I wanted to know how to make my money work harder for me so I wouldn't have to work forever and to help my mother and grandmother who had no idea how to manage their money, much less invest it. Along those same lines, I come from a banking career where I didn't feel like I was making a difference in my clients' lives and I truly wanted that feeling and to help others. 

Everyone I meet is a potential friend or client or they may know someone who could be.

I'm still growing and accepting new clients. While I don't have a minimum money requirement, there are two things I specifically look for in potential clients: are they nice? and will they be responsive? I want to look forward to meeting and speaking with my clients and I don't want to have to chase them once they become clients.

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals. Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service. But we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.

Contacts

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Shane Theriot
Financial Advisor

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