Edward Jones | Shane Theriot
Financial & Investment Services
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.
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.