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portrait of Kyle Shelton
FINANCIAL ADVISOR

Kyle Shelton

CFP®
1560 N US Highway 287 Ste 200, Mansfield, TX 76063opens in a new window
CallSend Me a Message

About Kyle

In 2013, I joined Edward Jones and began my career as a financial advisor in Mansfield, TX. I relocated my branch office to Fort Worth, TX, in 2015 to help serve more clients in the area. In Summer of 2023, I had the opportunity to return to Mansfield where I live and continue serving clients more deeply while investing the community.

Our primary goal is to help individual investors develop an investment strategy geared toward their unique, long-term financial goals. Whether you need to save for a child’s college education, reduce taxes or plan for retirement, we can help. Having...

Focus Areas

  • Retirement Savings Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Intergenerational Planning
  • Wealth Strategies

Work History

  • Edward JonesJuly 2013 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Texas Tech UniversityMasters
  • Texas Tech UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Traveling
  • Cooking
  • Outdoor Enthusiast
  • Soccer

Team Members

  • April Hill
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

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

Phone

(817) 473-0006

Fax

(888) 890-8053

Office Address

1560 N US Highway 287 Ste 200
Mansfield, TX 76063opens in a new window

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