portrait of Shelly Hartzell

About Shelly

I have always appreciated the opportunity to help others achieve their financial goals. It's not an easy process to do alone, so I want to partner with you, the serious, long-term investor, and we will work together to create an individualized strategy designed just for you.

As an Edward Jones financial advisor, my job is to spend time getting to know you, so we can create and implement strategies that work towards your specific goals. Whether you are saving for retirement, helping to fund a child's education, saving for that one special purchase or planning your estate/inheritance, I will work with...

Focus Areas

  • Retirement Savings Strategies
  • New Investors
  • Insurance & Annuities
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • College Savings

Work History

  • Edward JonesApril 2019 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Pennsylvania State UniversityBachelor of Science

Team Members

  • Jessica Hoobler
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

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