portrait of Jamie Shoot

About Jamie

I am a financial advisor with Edward Jones. I have a passion for being an effective and valuable partner in my clients' lives. I take pride in my ability to explain complicated financial concepts and make them more understandable for my clients.

Financial decisions can be incredibly intimidating. I take the time to truly understand what is important to my clients. I use an established process to build personalized strategies that help them reach their goals. I collaborate with my clients’ CPAs and attorneys when needed in order to help clients make the best financial decisions. This process allows me...

Focus Areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Divorce Finances
  • Wealth Strategies
  • Intergenerational Planning
  • Retirement Income Strategies

Work History

  • Edward JonesMay 2014 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Robert Morris Coll-SpringfieldMasters

Personal Interests

  • Tennis
  • Traveling
  • Volleyball
  • Wine Collecting/Enthusiast
  • Active Lifestyle

Team Members

  • Pam White
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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