Shelby Block, Waites Financial Services

Shelby Block, Waites Financial Services Working as a team, specializing in pre/post retirement planning, life insurance, and investments. LLC (KCP) member FINRA/SIPC.

Advisory services offered through Kingswood Wealth Advisors (KWA), an SEC registered investment adviser. Securities services are offered through Kingswood Capital Partners. KWA and KCP are affiliated entities. The information contained in this message may be privileged and confidential and is intended only for the use of the individual or entity named above. If the reader of this message is not th

e intended recipient, you are hereby notified that any dissemination, distribution, or copying of this communication is unlawful and strictly prohibited. Neither KWA nor KCP represent this information as complete or accurate, and it should not be relied upon as such. All information is subject to change without notice. For your protection, please do not include account numbers, Social Security numbers, credit card numbers, passwords, or other non-public information in your email. The information provided in this email, or its attachments is not an official transaction confirmation or account statement. If you are a client of KWA or KCP, your official account statements are mailed to you, or made available to you electronically if you have chosen such an option. In accordance with industry standards and practices, KWA and KCP retain email messages for a period of time. Those messages are kept confidential in accordance with KWA's and KCP's privacy policy.

06/03/2025
05/13/2025

Braves game with Tarkenton Financial. Walk off win!

01/31/2025

Happy Friday! We are out of the office today at Tarkenton’s annual PEAK conference. We can’t wait to bring fresh ideas and insights back to you. Thanks for your patience – we’ll be in touch soon!

12/24/2024
Hey everyone! I’m extremely excited to announce that I have now started my career working on a team with Bryan and Ali W...
07/02/2024

Hey everyone! I’m extremely excited to announce that I have now started my career working on a team with Bryan and Ali Waites at Waites Financial Services. With 32 years of experience serving clients to draw from, I will be helping so many people!

I recently graduated with my Bachelors of Science in Business Management with a Finance concentration and passed my licensing exams. I will now be specializing in pre/post retirement planning, life insurance, and investments. I would love to help you and your family meet all of your financial goals!

Please reach out with any questions and follow my page!

Address

1552 Natchez Drive
Festus, MO
63028

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