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Get found as the Top Financial Advisor in Cedar Park, TX
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Drew Shipman
Financial Advisor
Edward Jones - Cedar Park,TX
Having served families, business owners and executives across the country since 2017, I know that each person's financial journey is unique. I firmly believe that understanding your specific goals and dreams is paramount to crafting a perso...... Show More
Location & Business Hours
Wednesday
08:00AM to 04:30PM
Thursday
08:00AM to 04:30PM
Friday
08:00AM to 04:00PM
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About
Having served families, business owners and executives across the country since 2017, I know that each person's financial journey is unique. I firmly believe that understanding your specific goals and dreams is paramount to crafting a personalized and effective financial strategy. By taking the time to build a strong connection and gaining deep insights into your short- and long-term objectives, I will create a financial strategy that is in alignment with that vision.My passion for finance stems from my own experiences. Originally from Arlington, TX, I pursued my academic endeavors at Mary Hardin-Baylor, graduating in 2011 with a Bachelor of Science degree. In 2019, I achieved the AAMS™ professional designation. In 2023, I achieved my CFP® certification, to further enhance my ability to provide comprehensive financial management.Beyond my professional achievements, I treasure my role as a family man. My wife, Kaleigh, is a dedicated marketing consultant, and together, we have a beautiful daughter, Kensi, and a son named Stetson who brings immeasurable joy to our lives. My commitment to my family reflects my dedication to helping you build a well-grounded future for your own loved ones.To ensure exceptional service, I work alongside my dedicated branch administrator, Sandy Kenney, who shares her commitment to client satisfaction. Sandy's experience and support help provide you the highest level of service.I believe in collaboration and harnessing the expertise of other professionals to create a holistic financial strategy. By working closely with your attorney, accountant and other trusted advisors, it helps ensure a seamless integration of everyone's knowledge, leading to a comprehensive and tailored strategy to achieve your financial goals.If you're ready to embark on a transformative financial journey with a relatable financial advisor who genuinely cares, take the first step today, and let us guide you towards your financial tomorrow.
Specialities
Golfing
Running
Soccer
Volunteering
Cycling
Search Rank ScoreLearn More →
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FAQs
Here are some Frequently Asked Questions about Drew Shipman
What organization is Drew Shipman associated with?
Drew Shipman is associated with Edward Jones.
What is Drew Shipman’s work email address?
Drew Shipman’s professional email address is d**********n@e**********.com. You can also email Drew Shipman by clicking on the contact Drew Shipman.
Where is Drew Shipman based out of?
Drew Shipman’s primary location is Cedar Park, TX.
What is Drew Shipman's phone number?
Drew Shipman's phone number is (512) 259-2503
What is Drew Shipman's title??
Drew Shipman is a Financial Advisor.