Shay Thomson

About Shay Thomson

The passion I feel in my work as a financial advisor is grounded in the desire to support my clients to not only plan for what they need in life, but to also help realize their dreams and live life to the fullest.Life is about experiences. They impact our actions and decisions, change our perspectives and shape who we become. Having lost both of my parents by the age of 19, I know how precious time can be and understand firsthand the impact quality financial preparation can have on the trajectory and quality of one’s life. This experience also taught me to be adaptable and calm in the face of challenges.It is this perspective and deep sense of purpose that I bring to my role as a CERTIFIED FINANCIAL PLANNER™ practitioner. Life has many transition points and unexpected twists and turns. These times are often reasons to celebrate, such as retirement, marriage, or a new career. But sometimes they knock us off our feet, like an unexpected layoff, divorce, or death of a spouse. I welcome the opportunity to partner with and guide my clients during these transitions as they reevaluate their goals and visions for the future.As part of our established process, we go beyond the numbers and work with clients to understand the impact of their decisions on them, their families and their communities. We patiently educate our clients and empower them to confidently make decisions. As life evolves, we update their strategies and stay connected through regular conversations. To help ensure a comprehensive strategy, I collaborate with my clients\' CPAs, attorneys and other trusted professionals, always respecting confidentiality.Supporting our clients is my Branch Office Administrator, Nadia Dyotte, who always greets them with a smile—and homemade baked goods!My life outside of work is focused on family and friends, especially supporting my son and daughter in their gymnastics pursuits and enjoying a good meal with my husband.Please call me so we can explore how my team and I can help you in your instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

1. Financial Advisor

   Edward Jones

   May 2016 — Present · Rockville, MD, US

   I joined Edward Jones thanks to the outreach of a good friend and neighbor. He saw my passion for helping people, my relationship management skills, and my personal drive and commitment to succeed as a great fit to the work and opportunity of a Financial Advisor at Edward Jones. After exploring the opportunity, I saw the ability leverage my talents and skills in a new way that had tangible impact in the lives of people in my community and I was energized to rekindle my entrepreneurial spirit. I was also motivated by the alignment between my personal principles and values and those of the firm – always putting the client first, the importance of family, volunteerism, partnership, and building long-term relationships.As a CERTIFIED FINANCIAL PLANNER™, I partner with my clients to help organize, build, and protect their wealth by using a 5-step process that allows us to jointly determine and prioritize personal financial goals and to develop a personalized investment solution. Solutions could include consolidation of retirement assets (401K & TSP options), IRA (Roth/Traditional), 529 College Savings, Custodial, SEP, SIMPLE, 401K, Insurance: Term, Permanent, Disability, Long-Term Care. I also coordinate and work in tandem with CPAs, Attorneys, and other family advisors to ensure we are all are communicating and working in the best interest of our client.Edward Jones is a full-service financial services firm that has helped make sense of investing for the long-term, serious individual investor for over 90 years. We help nearly 7 million clients and manage over a trillion dollars in assets. We take the long-view on investing, choosing companies that we believe have proven, solid and stable track records.

Education

• Penn State University

  Bachelor's degree, Speech Communications

  1993

Skills

• Strategic Planning
• Strategic Partnerships
• Media Planning
• Social Media
• Training
• New Business Development
• Broadcast
• Leadership
• Advertising
• Negotiation
• Program Management
• Digital Marketing
• Marketing
• Integrated Marketing
• Non-Profit Leadership
• Strategy
• Entrepreneurship
• Management
• SEO
• Account Management
• Crm