portrait of Shelly K Gillis

About Shelly

During the summer of 1993, I was riding around the backroads of Massachusetts with my new husband when we ran across a charming country church. Out in front was a sign which encouraged readers to be careful how they lived each day, as those days create a life. I was drawn to that simple perspective on a life well-lived.

I consider myself a lifelong learner, though often not in the traditional sense. Growing up on a cattle ranch in southern Oklahoma, I learned the honesty and humility of hard work. We raised our own beef and vegetables and it took...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Retirement Savings Strategies

Work History

  • Edward JonesAugust 2004 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • East Central UniversityMaster of Education
  • Cameron UniversityMaster of Science

Team Members

  • Andrew Gillis
    Associate Financial Advisor

Send Me a Message

* Required field
How can we support you?
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

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 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

For 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
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More