Work History
Edward Jones
Edward JonesFebruary 2016 to Current
FINANCIAL ADVISOR
Shane P Theriot
CFP®
633 E Fernhurst Dr Suite 1104, Katy, TX 77450opens in a new windowAccepting New Clients
Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Portfolio Reviews
- Insurance & Annuities
About Shane
Finding a financial advisor doesn’t have to be overwhelming.
If you are new to investing, want a second opinion, are new to the area or are unhappy with your current financial advisor, I’d welcome the opportunity to meet with you.
What to expect from your initial visit:
A conversation...
To get to know you and what’s most important to you. We want to find out what you would like to accomplish by working with us. What are your goals? How does your current financial picture look? These answers will help us determine if we are a right fit for one another.
Before we...
If you are new to investing, want a second opinion, are new to the area or are unhappy with your current financial advisor, I’d welcome the opportunity to meet with you.
What to expect from your initial visit:
A conversation...
To get to know you and what’s most important to you. We want to find out what you would like to accomplish by working with us. What are your goals? How does your current financial picture look? These answers will help us determine if we are a right fit for one another.
Before we...
Work History
Edward Jones
Edward JonesFebruary 2016 to Current
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™
Personal Interests
- Spending Time with Family
- Traveling
- Reading
- Wine Collecting/Enthusiast
- Fine Dining
Team Members
Shay StrittmatterSr. Branch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:30AM - 03:00PM |
| Fri | 08:30AM - 03:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:30AM - 03:00PM |
| Fri | 08:30AM - 03:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Location
KatyFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.
Learn More