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Joshua Shelton, Financial Advisor

FINANCIAL ADVISOR
Joshua Shelton

WMCP®
407 W King St, Suite 3, Kings Mountain, NC 28086opens in a new window
Accepting New Clients
Serving clients with $100,000
CallSend Me a Message

Focus Areas

  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Wealth Strategies
  • Retail Professionals

About Joshua

I am married and the father of three children. Having a great family life and enjoying every moment of it is a top priority to me. My goal is to help others achieve that same quality of life. Financial stress can be a major distraction from enjoying what you love to do. When I can impact an individual's or family's life from my guidance, I know I have given back to the community.

Outside of work, I am involved with the Kings Mountain Rotary Club as a past president and our local YMCA as a board member. My family attends FBCKM,...

Work History

  • Edward JonesMay 2018 to Current

Financial Advisor Certifications

  • WMCP®

    Wealth Management Certified Professional®

Personal Interests

  • Spending Time with Family
  • Music
  • Hiking
  • Aviation
  • Home Improvement

Team Members

  • Myetta Thompson
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(704) 734-4832

Fax

(866) 462-6689

Office Address

407 W King St
Suite 3
Kings Mountain, NC 28086opens in a new window

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