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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Suzan Shayler (CRD# 6238047) is an Financial Advisor working at Edward Jones in Shoreline, WA.
As an Edward Jones Financial Advisor, I believe you deserve highly
personalized service, tailored to your specific financial needs. My clients
value real relationships - and so do I! Investing my time to understand
your goals allows me to develop customized financial strategies and to
help make sure we have you and your family protected from unexpected
risks.
After earning degrees in Accounting and Finance from Seattle
University, I worked for 20 years as an accountant in a variety of
different industries before joining Edward Jones. I've lived in the
Shoreline area since 1995, and my son, Brendon, graduated from
Shorewood High School in 2014. A fun fact about us is we love soccer &
the Sounders!
As your neighbor, I am grateful for the opportunity to work in the
community we call home. I belong to the Highland Terrace
Neighborhood Association and volunteer in many community events.
You deserve to work with someone you trust to help you eliminate the
money worries that may keep you up at night. I will work with you to
establish goals and create a personalized Roadmap for your Financial
Future.
Please give me a call to schedule a complimentary evaluation of your
financial situation. 206-542-2599
I look forward to meeting you! Suzan
Joseph Smith (CRD# 5205862) is an Investment Advisor Representative working at Equitable Advisors, LLC in Shoreline, WA and has over 17 years of experience in the finance industry.
Gregory Strite (CRD# 6272295) is an Investment Advisor Representative working at Edward Jones in Shoreline, WA and has over 10 years of experience in the finance industry.
Anh Thu Tran (CRD# 6724447) is an Investment Advisor Representative working at Women's Wealth in Tacoma, WA and has over 7 years of experience in the finance industry. Anh Thu Tran has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Nicole Vankirk (CRD# 5777775) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Shoreline, WA and has over 13 years of experience in the finance industry.
Erin Ison (CRD# 4731500) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Shoreline, WA and has over 20 years of experience in the finance industry.
Congying Li (CRD# 7640286) is an Investment Advisor Representative working at Edward Jones in Shoreline, WA and has 1 year of experience in the finance industry.
Alexander Lund (CRD# 7090950) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Shoreline, WA and has over 4 years of experience in the finance industry.
David Townliand (CRD# 7618449) is an Investment Advisor Representative working at Edward Jones in Shoreline, WA and has 1 year of experience in the finance industry.
Wendi Valles (CRD# 6400743) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Shoreline, WA and has over 9 years of experience in the finance industry.