Edward Jones-Financial Advisor: Sheila K Smith

Edward Jones-Financial Advisor: Sheila K Smith Before you begin working toward achieving your financial goals, you must define what's important to Member SIPC. I'm a financial advisor with Edward Jones.

Please call or stop by my office, or visit www.edwardjones.com/Sheila-Smith for more information. At Edward Jones, we value personal relationships based on a deep understanding of your unique financial needs. We use a solutions-based approach tailored to your individual goals and provide exceptional personal service. Before you can begin working toward achieving your financial goals, you must defi

ne what's important to you and to your family. Does that include putting your children or grandchildren through college, saving enough for retirement, leaving something for your heirs, church or charity, something else or all of the above? I can help you prioritize your needs, define your goals and build personalized strategies to help you achieve them. I began my career with Edward Jones in 2006 and became a limited partner in the firm in 2018. I am currently the Women's Inclusion Leader for my region in this part of Florida. Every aspect of the firm’s business, from the types of investment options offered to the location of branch offices, is designed to cater to individual investors in the communities in which we live and work. The firm has more than 18,500 financial advisors who care for more than 7 million clients with more than $1.3 trillion assets under care. My husband, Chris, and I have lived, worked and worshipped in Gilchrist county since 2005. We have six children who still live here locally and two beautiful granddaughters so far. I am currently on the board of the Gilchrist Prevention Coalition and am a member of the Newberry Lion's Club. I am active in my church and with the local schools. My office administrators, Nancy and Valerie, are experts at client service and have a genuine interest in our clients and our community. We would like to provide answers and strategies for your questions. Please call or stop by my office or visit www.edwardjones.com/Sheila-Smith for more information.
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25349 W Newberry Road
Newberry, FL
32669

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Monday 8am - 5pm
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Thursday 8am - 8pm
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