Financial advisor helps clients prepare for the future | waco today

By Rita Cook

His recipe for success is based on a well-balanced set of ideals: one part being a leader, three parts being a defender, and top it with a healthy dose of honesty, integrity, and kindness.

This is how Edward Jones Investments Financial Advisor Shawna Roscom goes about her daily life and works to ensure the well-being of her clients as they live in retirement and care for their families.

“As a Financial Planner, I partner with my clients to discover what’s most important to them and develop a personalized strategy to help them achieve their financial goals so they can live the life they desire” , Roscom said.

A financial advisor, as Roscom explained, “is someone everyone needs, but many don’t realize it. Individuals and businesses come to me when they want to achieve a number of their financial goals, such as saving for retirement, saving for the education of children and grandchildren, saving on taxes, planning for the unexpected, or leaving a heritage.

Roscom also works with business owners regarding their 401(k) needs. She makes sure the company’s plans are in line and she provides training to the employer and employees on what they can do with their future financial obligations and successes.

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She wasn’t always a financial advisor…it was in her blood, though.

“My dad works for Edward Jones, so I grew up in the financial industry and always knew that working as a financial advisor was an option,” she explained of her background in the financial world and how her return to Waco where she grew up.

Roscom graduated from Midway High School. She ventured into other areas of interest and earned a Bachelor of Science degree from Texas A&M University and her JD from South Texas College of Law. She also earned a paramedic certificate from McLennan Community College.

After graduating from law school, Roscom practiced criminal law for several years and ran a law firm in Bryan.

“I’ve always had a passion for helping others,” she said.

make a change

“One day another financial adviser told me to pray to come and see Edward Jones. I loved practicing law, I thought I was exactly where I needed to be and I wasn’t interested in changing careers. So I prayed about it.

“It became clear that the Lord had other plans for me. Now I’m back home in Waco and working as a financial advisor where I can help people live the life they dream of.

Her transition from law to the role of financial adviser was a complete leap of faith, she said. She was at the top of her game in the world of criminal defense, she said.

“I thought I was on the right track,” Roscom said.

Then the unimaginable happened. She lost her older brother and her best friend to cancer.

“I didn’t know there was more to my story,” she said. “I decided to close the law firm I loved and return home to Waco. I changed careers so I could fulfill my desire to make the world a smaller place by helping each other.

“It’s how I approach every day, whether it’s women’s basketball (she’s a huge Lady Bears fan), a lifelong love for music, meeting friends for Bible study or outdoor sports with my close-knit family, I have a commitment to excellence”.

Plan ahead

Roscom said if she could mention anything about the importance of financial planning, it would be “You can never start too early.”

She also believes it is important for a person to have a clear understanding of their goals in order to develop and follow a strategy to achieve those goals.

Roscom offers its clients not only its expertise, but it helps with ideas to engage a lawyer, accountant and other trusted professionals to create the right overall strategy.

“It also leverages everyone’s expertise,” Roscom added.

She hasn’t regretted her decision to leave law and take on the role of financial adviser. She also enjoys being part of the Edward Jones Investments team.

She is a member of several chambers and charities and is an active member of First Woodway Baptist Church.

“My background, experience and training allow me to offer my clients a unique perspective and provide a comprehensive human center with wealth management,” Roscom said. “I chose Edward Jones because of their values ​​and culture and the top priority is always what is in the client’s best interest.” 

Mon-Fri, 8 a.m. to 4 p.m.

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