Shannon Hewitt-Ockman

About Shannon Hewitt-Ockman

As a federally licensed Financial Advisor with Edward Jones, I partner with my clients so we can build, insure and pass on my clients wealth to their future generations. I listen to THEIR goals and implement tailored solutions. My clients also understand all of their options & ANY costs involved in advance.(If you don\'t, then you are probably working with the wrong advisor.) Investments, Savings and Retirement shouldn\'t be a foreign language that\'s difficult to understand. My clients appreciate me because I provide a financial plan and advice that\'s easy to understand and follow. I am not just “another” financial advisor to my clients, I am a valuable asset to my clients. I bring value to their lives and their family’s lives. I’m so blessed that Edward Jones allows me to do just instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

1. Financial Advisor

   Edward Jones

   Mar 2014 — Present · Gretna, LA, US

   Financial Adviser, Retirement and Estate Planner

Education

• College of Financial Planning

  Licensed Stockbroker Accredited Behavior Financial Designation, Series 7, Series 66, Life-Health-Accident Insurance licenses

  2013

• Bellsouth

  Management, Business Administration and Management, General

Skills

• 401k
• Retirement Planning
• Small Business
• Teamwork
• Mutual Funds
• Customer Service
• Financial Analysis
• Investments
• Insurance
• Retirement
• Fixed Annuities
• Strategic Planning
• Management
• Team Building
• Estate Planning
• Public Speaking
• Customer Satisfaction
• New Business Development
• Negotiation
• Financial Planning
• Leadership
• Finance