Edward Jones-Financial Advisor: Shana Elliott

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Edward Jones-Financial Advisor: Shana Elliott Edward Jones is a financial - services firm dedicated to serving the needs of individual investors. Member SIPC. Clearly I enjoy numbers!

I was 8 years old when the stock market crashed in October 1987. I decided I needed to confront my financial advisor (who also happened to be my father). I walked into his room dressed in my finest pajamas and demanded to know why my little custodial account was worth less this month than last month. Today I enjoy being a financial advisor of 20-plus years, helping my clients achieve their financial goals based on a philosophy of quality investments and long-term advice. Partnering with Edward Jones has allowed me to bring value to the lives of the families I work with. I am a graduate of the “Fightin Texas Aggie” Class of 2002. While in school, I put my love of numbers to the test and obtained a BS in chemical engineering. After graduating, I chose Edward Jones and started my own practice in 2003. In 2013, I achieved the CFP® designation from the Certified Financial Planner Board of Standards. In 2022 I obtained the CPWA® or Certified Private Wealth Advisor designation from the Investments & Wealth Institute. My husband, Chad, and I have twin daughters, Annabelle and Andie. We thoroughly enjoy being a part of this community where we both grew up. We enjoy watching our girls play volleyball, traveling and camping as a family. My branch team includes Amy Bond, Valerie Skower and Associate Financial Advisor Keaton Davis who is a Texas A&M graduate with a BS in Ag-Economics. When working with clients, we begin by identifying what is most important to them. We take inventory of not only their financial data, but also their personal values and life ambitions. We compile this information into a roadmap for the future, always keeping eyes on that long-term vision, while addressing both the short-term victories and bumps in the road. If you want to work with an experienced, professional team who cares about you and your family, please give us a call. We look forward to partnering with you.
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Don't forget to change your clocks!
11/01/2026

Don't forget to change your clocks!

🎃 Wishing all of our clients, friends, and families a safe and happy Halloween filled with treats, laughter, and fun mem...
10/31/2026

🎃 Wishing all of our clients, friends, and families a safe and happy Halloween filled with treats, laughter, and fun memories!

Are you and your family ready to learn more about important financial topics? Take that next step and see your knowledge...
10/15/2026

Are you and your family ready to learn more about important financial topics? Take that next step and see your knowledge grow by reviewing these short, interactive financial modules.

Real-world advice to help you develop financial skills for all stages of your life

10/13/2026

Cybercriminals are after your money. They're getting smarter and increasingly using AI. But you can stay a step ahead.

Scammers often troll for consumers; it's called phishing. Be cautious of unexpected emails, texts or calls. And verify requests through a trusted phone number or website before taking action.

Next, strengthen your accounts. Use a unique password for every login and enable multifactor authentication whenever possible. Better yet, choose passkeys or security keys when available.

Scammers create urgency. AI can mimic voices and create urgent messages that appear to come from family members, executives or government agencies. If a request feels rushed or unusual, pause and verify it independently.

Finally, keep devices updated and back up important files. Security updates close vulnerabilities, while backups help you recover from ransomware or other attacks.

Small habits can make a big difference. Take steps to help safeguard your money, identity and long-term financial goals.

This content was provided by Edward Jones for use by Shana Elliott, your Edward Jones financial advisor at 979-268-8000. Member SIPC

Are you ready to start making your finances a priority?
10/09/2026

Are you ready to start making your finances a priority?

Are you wanting a second opinion?
10/07/2026

Are you wanting a second opinion?

What a great conference! It was my first time at the CFP Connections Conference which brings together practitioners in t...
10/07/2026

What a great conference! It was my first time at the CFP Connections Conference which brings together practitioners in the industry, academic minds, and students who are the next generation in the planning world for 3 days of study and reflection. I learned a LOT that I can bring back to my clients and team to continue impacting lives.

As we were in Las Vegas, the best advice was “The craps table is not an advisable retirement plan.” 🤣

Address

1001 University Drive E
College Station, TX
77840

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 3pm

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+19792688000

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