washington Date: 09-25-2025

Top 8 Financial Advisors in Shelton, WA

	Financial Advisor	Address
1	♠ Edward Jones - Financial Advisor: Lori L Morgan, AAMS®	1717 Olympic Hwy N #100, Shelton, WA 98584
2	♠ Edward Jones - Financial Advisor: Stefanie M Dantinne, AAMS®	821 W Railroad Ave Suite A, Shelton, WA 98584
3	♠ Edward Jones - Financial Advisor: Eric R Thompson, CFP®	421 N 3rd St, Shelton, WA 98584
4	♠ Edward Jones - Financial Advisor: Scott Davis, AAMS®	2026 Olympic Hwy N Ste 204, Shelton, WA 98584
5	♠ Mason Health Patient Financial Advocates	221 Professional Way, Shelton, WA 98584
6	♠ Edward Jones - Financial Advisor: Kamryn L Morgan	1717 Olympic Hwy N #100, Shelton, WA 98584
7	♠ Edward Jones - Financial Advisor: Karen L Sullivan	1051 WA-3 Suite E, Shelton, WA 98584
8	♠ Edward Jones - Financial Advisor: Walker Stinson	421 N 3rd St, Shelton, WA 98584

1.Edward Jones - Financial Advisor: Lori L Morgan, AAMS®

Address: 1717 Olympic Hwy N #100, Shelton, WA 98584

(2) user ratings total:

Tracy Mettier, Realtor On an amazing journey saving for my retirement with Lori who is patient and explains everything! Great adviser to have on your side!

5 /5

2.Edward Jones - Financial Advisor: Stefanie M Dantinne, AAMS®

Address: 821 W Railroad Ave Suite A, Shelton, WA 98584

(2) user ratings total:

Andrew Young Working with Stefanie has been great! She handled my rollover like a breeze. I feel confident that my account is in good hands. I like that she takes the time to explain things and answers all my questions!

5 /5

3.Edward Jones - Financial Advisor: Eric R Thompson, CFP®

Address: 421 N 3rd St, Shelton, WA 98584

(2) user ratings total:

A G This is a great office. They truly care about their clients and their community

5 /5

4.Edward Jones - Financial Advisor: Scott Davis, AAMS®

Address: 2026 Olympic Hwy N Ste 204, Shelton, WA 98584

(2) user ratings total:

Victrinia Ridgeway Getting a handwritten letter (a long one at that) from our financial advisor... along with a detailed retirement plan outline and other financial service assessments was pretty special. I have to say... getting to know him and his listening deeply to us is the most high-touch financial experience Ive had so far... and I trust him. Scott Davis from Edward Jones in Shelton is awesome. Eric and I drive an hour to see this man... hes pretty epic! Hes like having a finance guru and life coach all wrapped up in one.... and hes patient, and kind... a real treasure. I seriously cant remember the last time I got a handwritten letter from someone who wasnt my spouse/partner. lol Call him.

5 /5

5.Mason Health Patient Financial Advocates

Address: 221 Professional Way, Shelton, WA 98584

(10) user ratings total:

Rosemary Bottai This was a very friendly and professional experience. Dr Wesson diagnosed the problem and set up a comprehensive follow up program. In just 2 days there is significant improvement in a condition that 2 other doctors misdiagnosed. Definitely happy!

5 /5