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Edward Jones - Mountain Island Lake


At Edward Jones, many people who seek us out want to be financially organized. They want to feel understood, informed and in control. By understanding what's most important to you and utilizing our established processes, we create personalized strategies to help you achieve your goals. I'll partner with you and your family throughout your life, regularly revisiting your goals and feelings toward risk. Life is dynamic and your strategies need to be as well.

I joined Edward Jones as a financial advisor because my passion is people. While I may deal in numbers, researching investments and developing financial strategies, what I’m really passionate about is the relationships we form with our clients and their families as we work together to help them achieve their long-term financial goals. I partner with my clients in a way that is approachable and open for people to express themselves, ask questions and learn.

Our senior branch office administrator, Deborah Shanor, has over a decade of experience at Edward Jones and is dedicated to providing you with the highest level of service possible. Beyond our branch, we are supported by our home office – with senior leaders, strategists, the Investment Policy Committee and product review teams dedicated to developing the research, advice and guidance we use to support your long-term goals.

Personally, I live in the Optimist Park neighborhood of Charlotte, NC, and grew up just miles from our branch office in the Mountain Island Lake area. I hold a Bachelor of Science in finance from Florida State University, and enjoy membership in the Charlotte Area Chamber of Commerce. Outside of the office, I love spending time with my family and exploring the city with our lovable rescue dog, Murphy.

We are here to help you achieve your financial goals. I invite you to experience the Edward Jones difference: face-to-face meetings, convenient scheduling and one-on-one relationships. It all begins with a conversation, so give us a call or stop by to get started.

I invite you to experience the Edward Jones difference: face-to-face meetings, convenient scheduling, and one-on-one relationships.

Additional Information

Business Hours : Monday-Thursday: 8:30am - 5:00pm | Friday: 8:30AM - 4:00PM | Sat & Sun: Closed (Additional Hours: Evenings, Weekends, Web Conferencing)
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