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Edward Jones - Financial Advisor: David Shillingstad

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Edward Jones - Financial Advisor: David Shillingstad

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Financial Advisor Helping Clients Align Their Wealth With What Matters Most Member SIPC.

David is a financial advisor in Richland, WA with Edward Jones which is a financial-services firm dedicated to serving the needs of individual investors.

10/31/2026

Creating wealth is about planning for the future. I can help you explore strategies to manage, protect and pass on your wealth. Let’s discuss how a financial plan can make all the difference.

10/26/2026

I enjoyed reading this recent Kiplinger article featuring our Head of Wealth Management and Field Management, David Chubak. One point that stood out to me is how many families are balancing long-term goals with desire to support loved ones today.

It’s something that often comes up in conversations with clients, whether it’s helping adult children with housing expenses, student debt or other financial challenges. As David notes, "The reality is we live in an age of financial uncertainty and anxiety like no other." Having open conversations and a thoughtful plan can help families navigate those decisions with greater confidence.

Read the article here: https://bit.ly/4zTdUrY

What financial lesson or value do you hope to pass along to the next generation?

Passing down the wealth you've built over a lifetime, with wisdom and grace, is good. Passing on your values along with the money? Even better.

10/24/2026

I offer advanced services to help simplify your financial life. The time to shape your legacy is now — let's connect.

10/21/2026

You live out your values every day. Why shouldn’t your investments align with them? I can help you explore your options and understand the benefits and trade-offs of values-based investing.

Message me to learn what’s possible for you.

10/19/2026

The legacy you leave is the sum of countless decisions carefully made over your lifetime, much like a painting that emerges one brushstroke at a time. At Edward Jones, we can help you direct your wealth to the people, causes and community that mean the most to you, strengthening Dallas-Fort Worth today and tomorrow. What legacy do you hope to leave?

Reach out to start a future-focused conversation.

10/17/2026

Higher interest rates have created new challenges for investors, but they may also be creating new opportunities. As bond yields reach levels not seen in decades, it may be time to take a fresh look at the role bonds can play in generating income, managing risk and supporting long-term goals.

Learn more in our October Monthly Portfolio Brief: https://bit.ly/47VPToi

10/14/2026

Being the boss isn’t easy. Many owners put their business finances before their personal ones. If you’re busy and self-employed, I can help you to organize your financial preparation.

Send me a message, or comment to learn more.

10/12/2026

Retirement planning isn't just about saving. It's about knowing what you're saving for. If you're within 5–10 years of retirement, these five questions are worth considering:

- When do you want to retire?
- How do you want to spend your days?
- Where do you want to live?
- What will your lifestyle cost?
- Does your plan include giving back?

Your answers are just the starting point. The next step is aligning them with a financial strategy built around the life you actually want. Ready to get started? Let’s talk.

Content provided by Edward Jones

10/10/2026

Whether you employ a handful of people or a growing team, a business retirement plan helps your employees prepare for the future. The right plan can be simple to establish and easy to maintain.

Plan for the future with strategic workplace retirement solutions. Discover tax-saving opportunities through specialized retirement plans for small businesses.

10/08/2026

When I talk with clients about retirement, the conversation goes beyond numbers pretty quickly. Yes, we plan for income, savings and longevity — but we also talk about what your days will look like, who you’ll spend time with and what will give you a sense of purpose.

If you’re thinking about retirement, let’s make sure you’re prepared for both sides of the equation.

Retirement is more than a financial milestone. It is a psychological transition. Learn how to design the next phase of your life with purpose.

Address

112 Columbia Point Drive, Suite 104
Richland, WA
99352

Opening Hours

Monday	8am - 4:30pm
Tuesday	8am - 4:30pm
Wednesday	8am - 4:30pm
Thursday	8am - 4:30pm
Friday	8am - 4:30pm

Telephone

+15099431441

Website

http://edwardjones.com/david-shillingstad

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