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Scott S

CFP®, Series 63, Series 66

Gulf Breeze, FL

Edward Jones

Scott Shanks is a CFP® professional with 23 years of experience in the financial services industry. He has been with Edward Jones since 2003. Outside of his advisory role, he is a managing member of Red Lodge Investments LLC, a real estate holding company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, supported by a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Timothy S

CFP®, ChFC®, Series 66

Gulf Breeze, FL

Edward Jones

Timothy Stewart is a CFP®, ChFC®, and Series 66-licensed financial advisor with 10 years of experience, all at Edward Jones since 2016. He is based in Gulf Breeze, Florida. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a large 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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