Work History
Edward Jones
Edward JonesSeptember 2023 to CurrentCER 24-7
CER 24-7August 2021 to June 2023
FINANCIAL ADVISOR
Shelden Flowers
CEPA®, AAMS™, CRPS™
106 Langtree Village Dr, Ste 102, Mooresville, NC 28117opens in a new windowNew Client Waitlist
Serving clients of all asset levels
Focus Areas
- Retirement Savings Strategies
- Wealth Strategies
- Entrepreneurs & Business Owners
- Intergenerational Planning
- Employee Stock Options
- Real Estate and Construction
About Shelden
Our branch team is here to help those in the Lake Norman, Cornelius, Mooresville and greater Charlotte area create strategies for generational wealth. We love complex situations.
We help high-income earners, business owners and retirees keep more of what they’ve earned by using complex financial strategies and tax efficiencies that align with your CPA, yet are easy to understand.
Whether it’s optimizing Social Security, formulating efficient retirement withdrawals to maximize income, receiving an inheritance or ensuring your investments are on track, creating an appropriate strategy for your goals makes all the difference.
We help DIY investors find their "aha" moments:...
We help high-income earners, business owners and retirees keep more of what they’ve earned by using complex financial strategies and tax efficiencies that align with your CPA, yet are easy to understand.
Whether it’s optimizing Social Security, formulating efficient retirement withdrawals to maximize income, receiving an inheritance or ensuring your investments are on track, creating an appropriate strategy for your goals makes all the difference.
We help DIY investors find their "aha" moments:...
Work History
Edward Jones
Edward JonesSeptember 2023 to CurrentCER 24-7
CER 24-7August 2021 to June 2023
Certifications
CEPA®
Certified Exit Planning Advisor®AAMS™
Accredited Asset Management Specialist™CRPS™
Chartered Retirement Plans Specialist™
Personal Interests
- Spending Time with Family
- Outdoor Enthusiast
- Coaching Sports
- Vintage Cars
- Wine Collecting/Enthusiast
Team Members
Lori WrightSr. Branch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Location
MooresvilleFor 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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