Edward Jones - Financial Advisor: Kristen Shay

Edward Jones - Financial Advisor: Kristen Shay Financial Advisor | Risk Assessment | Strategic Planning | Financial Strategies | Member SIPC

The ability to impact lives has always been my goal.

As an Edward Jones financial advisor, I enjoy the opportunity to partner with individual investors on creating and implementing strategies that work toward specific goals that we set together. Whether it's planning for retirement,
saving for college for children or grandchildren or just trying to protect the financial future of the ones that we care the most for, we take the time to identify each

goal and develop the strategy to address it. I also coordinate and work in tandem with other professionals who include CPAs, Estate Planning Attorneys and Life Insurance Specialists and
Agents to execute needed actions. During our initial visit, I will ask several questions and it is important that I listen to the answers and clarify them so that I can truly understand my clients' needs and subsequent goals. I then get to know their risk tolerances and experience levels to truly understand the best strategies to meet their needs. I have found that my clients really appreciate the time that I take
to educate them on the strategies and investments we will be using, which in turn, helps them feel more comfortable when making decisions.
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This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you s...
08/19/2026

This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you should never pay money in order to get money. If you believe an offer is legitimate, discuss it with a family member or trusted friend to gain an outside perspective.

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or se...
08/17/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks,...
08/15/2026

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/4bPv14x

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every r...
08/15/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

The types of retirement accounts can seem dizzying – 401(k)s, Roth IRAs, traditional IRAs, 403(b)s, and 457s, oh my! The...
01/30/2026

The types of retirement accounts can seem dizzying – 401(k)s, Roth IRAs, traditional IRAs, 403(b)s, and 457s, oh my! The good news is that I can help you understand the differences so you can select which one (or more) suits your needs the best. Let's set up time to chat.

Choose from a variety of plans

We’re only a month into 2026, and the headlines offer no shortage of geopolitical and policy noise. But with financial m...
01/29/2026

We’re only a month into 2026, and the headlines offer no shortage of geopolitical and policy noise. But with financial markets remaining resilient, Principal, Head of Investment Strategy Mona Mahajan is discussing what 3 factors might be driving these positive returns.

Our Monthly Market Compass helps keep you in the know but also looks ahead to what may be down the road. In this video series, our investment strategists share their thoughts on the latest market and economic developments, and offer investing tips you can use as you work toward your long-term financ...

A dream of a better, kinder world for everyone. Today, let’s strive to live our lives in a way that honors Dr. Martin Lu...
01/19/2026

A dream of a better, kinder world for everyone.

Today, let’s strive to live our lives in a way that honors Dr. Martin Luther King Jr.’s legacy to peace, freedom, justice and equality.

On this Veterans Day, let's honor the brave men and women who are serving or have served our country with valor and foug...
11/11/2025

On this Veterans Day, let's honor the brave men and women who are serving or have served our country with valor and fought for our freedom. Thank you is not enough.

Our Senior Economist James McCann weighs in on the government shutdown and potential market impact in a recent Fox Busin...
10/09/2025

Our Senior Economist James McCann weighs in on the government shutdown and potential market impact in a recent Fox Business article.

Financial markets are expected to remain relatively unfazed by the government shutdown, with the S&P 500 historically posting positive returns during past shutdowns.

What a beautiful morning to Walk to End Alzheimer’s in Columbia! 💜Nearly 128,000 clients, colleagues and family members ...
10/04/2025

What a beautiful morning to Walk to End Alzheimer’s in Columbia! 💜

Nearly 128,000 clients, colleagues and family members have joined us at 600+ annual Walk to End Alzheimer’s® events and helped us contribute more than $54 million for Alzheimer’s care, support and research since 2016.

As a firm, we prioritized Alzheimer’s as our first national community sponsorship for a multitude of reasons and pledged to raise $50 million by the end of 2025, and we exceeded our goal one year early.

Our continued support will enhance their care and support programs, provide educational materials, fund critical Alzheimer’s research and impact early detection.

Address

4205 Philips Farm Road Suite 100
Columbia, MO
65201

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