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portrait of Shelli K Cates
FINANCIAL ADVISOR

Shelli K Cates

201 W Patison St, Port Hadlock, WA 98339opens in a new window
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About Shelli

My first experience with Edward Jones, and what initially drew me to a career here, was the culture and environment they created for me as a client. The amount of personalized care and attention that is given to each client is unsurpassed in this industry. I have worked in the financial services industry for over 30 years, as a mortgage broker for 20 of those years. Through these experiences, I know that I'm in the right place, and Edward Jones has given me all the tools and support to make a real difference in the lives of my clients and...

Focus Areas

  • Sustainable investing
  • Retirement Income Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesAugust 2011 to Current

Personal Interests

  • Traveling
  • Cooking
  • Gardening
  • Pets
  • Trivia

Team Members

  • Kim Ricklefs-Barrett
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Phone

(360) 379-0170

Fax

(800) 301-0557

Office Address

201 W Patison St
Port Hadlock, WA 98339opens in a new window

Mailing address

P O Box 1503
Port Hadlock, WA 98339

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