Edward Jones-Financial Advisor: Shelby Lay

11/03/2026

Your business may be one of your greatest assets. I can help you explore strategies for transitioning your business and planning for your financial future. Let’s connect.

10/29/2026

From equity awards to diversification, I can help you make the most of your executive compensation strategy. Send me a message to schedule a consultation.

10/29/2026

As a financial advisor, I've seen firsthand how caregiving can create complex financial decisions for families. Business Insider explores Edward Jones research with Age Wave and The Harris Poll on the "generosity paradox" many caregivers experience as they support loved ones financially while striving to protect their own long-term financial security.

If caregiving is part of your journey now or may be in the future, I'd welcome the opportunity to help you plan for it.

Read the full Business Insider article: https://bit.ly/4kovKi5

Download the Financial Impact of Caregiving report: https://bit.ly/4iMC5CL



Source: Edward Jones and Harris Poll, in partnership with Age Wave, 2026.

10/28/2026

What might the recent AI-driven market selloff mean for investors? Edward Jones Senior Global Strategist Angelo Kourkafas joins Bloomberg to unpack the drivers behind the recent market moves, explain what's happening beneath the headlines, and share perspective on maintaining a long-term investment focus amid volatility.

Watch the full conversation: https://bit.ly/4BwCXmq

10/27/2026

Leaving a business you’ve built is a major financial and personal decision. I can help you plan for the transition and create a strategy aligned with your future goals. Reach out to my team to start the conversation.

10/23/2026

Now that your business is heading in the right direction, it’s a good time to consider your financial future.

Read through your options

10/22/2026

Executive compensation can be complex. I can help you make informed decisions about your financial future — let’s talk about your options.

10/21/2026

I understand how overwhelming it can feel in the wake of a job loss. Review these adjustments to your financial strategy that could help. I'm also happy to discuss how you may be able to prioritize your budget as you seek your next career opportunity.

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10/20/2026

A successful business exit often starts well before a sale or transition. I can help you consider key financial planning strategies to prepare for what comes next — let’s talk about your vision.

10/19/2026

Do you need a will, a living trust or both? Understanding the key differences between these estate-planning documents can help you determine how to address your unique needs. Here's what you should know.

A comprehensive estate plan involves multiple documents, but two key ones include a will and a living trust. It’s important to understand how these documents differ.