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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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.

While many people plan carefully to meet long-term financial objectives, too many don't have an estate plan in place, wh...
09/11/2025

While many people plan carefully to meet long-term financial objectives, too many don't have an estate plan in place, which can help protect you and your family during incapacitation, ensure accurate distribution of your assets to your heirs and help minimize unnecessary fees and taxes.

Learn how and where to start

Today, we celebrate the birth of a nation founded on the principles of liberty, equality and justice for all. May the sp...
07/04/2025

Today, we celebrate the birth of a nation founded on the principles of liberty, equality and justice for all. May the spirit of patriotism unite us all as we honor the legacy of our forefathers. Here's to the land of the free and the home of the brave. Happy Fourth of July.

On this Memorial Day, we gather to honor the memories of our courageous heroes who laid down their lives for the love of...
05/23/2025

On this Memorial Day, we gather to honor the memories of our courageous heroes who laid down their lives for the love of our country. We'll always remember your sacrifice and bravery. Thank you.

After a strong start to the year, market volatility seems to have returned. While we would expect market volatility to c...
04/14/2025

After a strong start to the year, market volatility seems to have returned. While we would expect market volatility to continue near-term, we are also watching for key inflection points that may indicate the early innings of a more sustainable rally ahead. We highlight three potential conditions that we believe would support better market returns longer term: 1) inflation moving lower, 2) the Federal Reserve pausing its rate-hiking cycle, and 3) earnings revisions bottoming.

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

The average tenure of a leader in the financial services industry is 8.4 years. At Edward Jones, we’ve had just six mana...
04/25/2022

The average tenure of a leader in the financial services industry is 8.4 years. At Edward Jones, we’ve had just six managing partners over the course of our 100-year history. These leaders have offered stability to our firm and clients and helped us deliver on an investment philosophy focused on long-term investment strategies and diversified portfolios filled with quality investments.

Pat Jones, the wife of former Edward Jones Managing Partner Ted Jones and a symbol of sustainability for our firm, had a...
04/14/2022

Pat Jones, the wife of former Edward Jones Managing Partner Ted Jones and a symbol of sustainability for our firm, had an inspiring commitment to conservation and sustainability. It reminds us that we’re also here to invest in our planet to ensure a bright, sustainable future for all.

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