Ashley Shields
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Expertise
Charitable giving & philanthropy
General estate planning guidance
Retirement income strategy
Wealth management
Planning for children with special needs
Work history
Edward Jones
2010 - Present (16 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Daniel N
CFP®, Series 66
Derby, KS
Edward Jones
Robert M
Series 63, Series 65
Wichita, KS
Merrill
Robert Moore is a Senior Resident Director with Merrill, where he works closely with individuals and businesses to help them define and pursue their financial goals. He assists clients with college education planning, family wealth management, legacy planning, retirement income strategies, and other aspects of personalized wealth management. Bob began his career in the financial services industry with Merrill Lynch Wealth Management in 1983. He holds a bachelor's degree from Emporia State University and has earned several professional designations including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is also a member of the Financial Planning Association. In addition to his professional activities, Robert is involved in community service as a board member of the Dominican Sisters of Peace and the Sedgwick County Historical Society. He enjoys basketball, biking, and spending time with his family.
Shane E
Series 66
Wichita, KS
Edward Jones
Chad P
Series 63, Series 66
Wichita, KS
Edward Jones
Todd R
Series 63, Series 66
Haysville, KS
Edward Jones
Thurston T
Series 63, Series 66
Augusta, KS
Edward Jones
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