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Cindy Shi, Financial Advisor

FINANCIAL ADVISOR
Cindy Shi

285 Albany Turnpike, Canton, CT 06019opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • College Savings
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies

About Cindy

I have over 15 years of public and private market investing experience. I joined Edward Jones because I wanted to support you as you work to grow your wealth, reach your financial goals and live a comfortable life. I will work closely with you, your tax professional and your attorney to help you create a fulfilling financial future.

Before becoming a financial advisor, I spent a decade at Banes Group as a mergers and acquisitions executive. I played a pivotal role in leading and initiating the company’s entry into the industrial automation market through the acquisition of Gimatic. This acquisition...

Work History

  • Edward JonesJuly 2024 to Current
  • Wenbo InvestmentApril 2024 to June 2024

Education

  • Wharton SchoolMBA (Masters of Bus Admin)

Personal Interests

  • Spending Time with Family
  • Art Museums
  • Golfing
  • Running
  • Community Outreach

Team Members

  • Phyllis Puckette
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Phone

(860) 693-6693

Fax

(855) 871-9476

Office Address

285 Albany Turnpike
Canton, CT 06019opens in a new window

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