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Shawn N

CFP®, Series 63, Series 66

Bellaire, TX

Edward Jones

Shawn Nicol is a CFP®-designated financial advisor with Edward Jones, based in Bellaire, TX, with 21 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial products through a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner Intergenerational Families
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Charissa S

Series 66, Series 63

Bellaire, TX

Edward Jones

Charissa Skinner is a financial advisor at Edward Jones with 11 years of industry experience and holds Series 66 and Series 63 licenses. She has been with Edward Jones since 1996. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Christopher E

Series 66

Bellaire, TX

Edward Jones

Christopher Englander is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2021, he worked at Bank of America, N.A. and Merrill from 2018 to 2021, with earlier roles in promotional and hospitality sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and managed solutions, supported by a nationwide network of about 23,701 financial advisors and over 15,000 branch offices.

Divorce financial planning Business ownership considerations Wealth management Founder/Business Owner
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Jeffrey G

CFP®, ChFC®, Series 66

Bellaire, TX

Edward Jones

Jeffrey Gulitus is a CFP® and ChFC® with eight years of industry experience. He has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at Infinity MEP and WSP, where he was involved in mechanical, electrical, and plumbing design projects. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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