Edward Jones - Shannon Day

Edward Jones - Shannon Day

Categories

FINANCIAL & REAL ESTATE

About

As a Financial Advisor, I am privileged to be able to help people with their goals, alleviate worry about how money can work for them, and take away fear of the unknown. I have a true devotion to helping people, and I enjoy developing meaningful relationships with my clients. After working in the banking industry for 17 years, in 2015 I made a career transition to Edward Jones, and was joined by my Branch Office Administrator, Bridget, in 2019. I partner with my clients to help them prepare for their futures and live the lives they have imagined. Using our 5-step process, I create personalized financial strategies, working backwards from the goal and defining the steps needed to reach it. Once these strategies are in place, I maintain regular communication with my clients, adapting and adjusting as changes happen along the way. And when it is beneficial to my clients, I collaborate with CPAs and attorneys, always respecting confidentiality. I am proud to serve a variety of clients, from individual investors to multigenerational families to business owners. No matter what their current financial situation is, my clients are treated to personalized attention and a dedicated financial partner and coach. Within Edward Jones, I currently serve as a Field Trainer and Mentor. Outside of the office, I am highly involved in my community. I volunteer as the event emcee for Lydia Place and SeaMar Visions Program, as well as working with several other local non-profit organizations. I am also an active member of the Women's Professional Network, the Bellingham Chamber of Commerce, and the Historic Fairhaven Association. In my free time, I stay busy with my husband, Peter, and our small hobby farm. Having lived on the east coast and overseas during his military service, we are happy to have returned to the Pacific Northwest and now call it our forever home. I welcome you to meet with me and get to know me. Together, we can work to make the financial dreams for you and your loved ones a reality.

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