Work History
Edward Jones
Edward JonesAugust 2015 to Current
FINANCIAL ADVISOR
Todd Shelley
AAMS™, CRPC™
26400 Kuykendahl Rd, Building C, Suite 250, Tomball, TX 77375opens in a new window
Focus Areas
- Retirement Savings Strategies
- Portfolio Reviews
- Wealth Strategies
- Entrepreneurs & Business Owners
- College Savings
- Business Retirement Plans
About Todd
I went to work for Edward Jones to help people develop strategies to meet their goals and dreams. Money is a key area of struggle with nearly everyone. The struggle stems primarily from lack of good information, so my calling is to help you understand all things financial.
I help primarily with four major goals:
· Financial Independence – Having the option to work or not
· Educating their children and grandchildren – without loans
· Preparing for unexpected but foreseeable risks
· Providing estate considerations - to help with transferring assets efficiently
I live in the community I service – I am both proud...
I help primarily with four major goals:
· Financial Independence – Having the option to work or not
· Educating their children and grandchildren – without loans
· Preparing for unexpected but foreseeable risks
· Providing estate considerations - to help with transferring assets efficiently
I live in the community I service – I am both proud...
Work History
Edward Jones
Edward JonesAugust 2015 to Current
Certifications
AAMS™
Accredited Asset Management Specialist™CRPC™
Chartered Retirement Planning Counselor™
Education
University of Iowa
University of IowaBachelor of Business Admin
Education
University of Iowa
University of IowaBachelor of Business Admin
Personal Interests
- Cycling
- Architecture
- Car Restoration
- Cooking
- Football
Team Members
Karen Nash-JohnsonSr. Branch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 07:00PM |
| Tue | 08:30AM - 07:00PM |
| Wed | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Thu | 08:30AM - 07:00PM |
| Thu | 08:30AM - 07:00PM |
| Fri | 08:30AM - 04:00PM |
| Fri | 08:30AM - 04:00PM |
| Sat | 09:00AM - 01:00PM |
| Sat | 09:00AM - 01:00PM |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 07:00PM |
| Tue | 08:30AM - 07:00PM |
| Wed | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Thu | 08:30AM - 07:00PM |
| Thu | 08:30AM - 07:00PM |
| Fri | 08:30AM - 04:00PM |
| Fri | 08:30AM - 04:00PM |
| Sat | 09:00AM - 01:00PM |
| Sat | 09:00AM - 01:00PM |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Location
TomballFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
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