Edward Jones Company-Shellie Haluska
704 Monterey Drive
PO Box 624
Carroll, IA 51401
- Financial Planning
Hours of Operation8:00am-4:30pm
As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. Working closely with your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire.
Prior to coming to Edward Jones, I graduated from Carroll High School in 2006 in Carroll, Iowa. I was valedictorian of my class. I earned a bachelor's degree in accounting at Iowa State University and graduated summa cum laude in 2009. In 2010, I graduated with my master's degree in accounting as well. During my ime in college, I played on the Iowa State Women's Basketball Team. The team made an NCAA appearance all four years, including one trip to the Elite 8.
After graduation, I began my Edward Jones career as a financial advisor in Carroll, Iowa. I earned the professional designations of CFP, CLU, AAMS in my first six years with the firm. I became a limited partner with Edward Jones in 2015.
My husband, Sean, and I have two daughters, Tenley and Teagan. We have both lived in Carroll the majority of our lives and both serve in a variety of volunteer roles in our community. Sean is senior vice president and Carroll market senior loan officer at Availa Bank (formerly Carroll County State Bank) in Carroll.
My senior branch office administrators are Mary Lou Dopheide and Stacy Miller. They have over 20 years of combined service to our clients. They are both dedicated to providing you with the highest level of service possible. Please don't hesitate to call them with questions concerning your account.
We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs. Please let us know how we can help you and your family.