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Shana E

CFP®, Series 63, Series 66

College Station, TX

Edward Jones

Shana Elliott is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. She is based in College Station, TX, and holds Series 63 and Series 66 licenses. Outside of her advisory role, she manages an LLC involved in franchising a color styling business called House of Colour. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 advisors and offers a range of investment strategies and affiliated financial services under a fiduciary standard.

Charitable giving & philanthropy Divorce financial planning Family Business General estate planning guidance Wealth management Founder/Business Owner Women Professionals
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Jacquelyn W

Series 66

College Station, TX

Edward Jones

Jacquelyn Willett is a financial advisor at Edward Jones in College Station, TX, with four years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2018, with prior experience at Cavender's and Pebble Creek Country Club. Outside of her advisory role, she participates as a taster for Brazos Valley Vodka Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment solutions, and affiliated services through a nationwide network of financial advisors and branch offices.

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