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
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Aug 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2013 |
- TX
- WA
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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