1. We serve individual
investors and business
owners. Our nearly
7 million clients have
the benefit of working
with a firm that is
focused on the needs
of individuals. Our focus
is on helping you reach
your long-term financial
goals. Whether it’s the
investments we offer,
the services we provide,
the offices where we
work or the tools we
use, all were developed
with you in mind.
www.edwardjones.com Member SIPC
PAGE 1 OF 2
Zach Sheets, AAMS®
Financial Advisor
.
102 N Massachusetts Ln, Ste 10
Lafollette, TN 37766
423-566-4010
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 you and 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.
I began my Edward Jones career in 2011 as a financial advisor in
Knoxville, TN. The opportunity to move to Campbell County came in
2013 and I have been here ever since.
In my two-plus years here in Campbell County, I have won the Zeke
McIntyre Pioneer Award in 2013 and the Spirit of Partnership Award in
2014. These awards from Edward Jones illustrate my dedication to our
firm's goal of serving our clients and helping them reach their financial
goals. I also recently received my AAMS certification as an Accredited
Asset Management Specialist.
My educational background includes University of Washington, Portland
State University and Olympic College.
I previously worked in corporate management with Regal Entertainment
Group where I was the Southern Region Director of Operations before
moving to join Edward Jones.
With my move here in 2013, I have made every attempt to help out in
our community. I am currently the Vice-Chairman for the Campbell
County Fund through the East Tennessee Foundation, Co-Chair of the
Campbell County Chamber of Commerce Ambassadors as well as being
a member of the Campbell, Knoxville and Scott County Chambers,
President of 2015-2016's Leadership Campbell County Class, 2nd Year
Membership Director Lion's Club of Campbell County, PR director on
Habitat's Board of Director as well as counselor for families and a
member of South Campbell County Rotary Club. Also coaching for
football for Campbell County Little League as well as boy's and girl's
basketball for the Christian Academy of Campbell County.
MKT-6784L-A-FLEXP30APR2016PAGE1of2©2015EDWARDJONES.ALLRIGHTSRESERVED.

2. It all starts with a discussion
about what’s important to you.
We typically find that most of our clients’ concerns
directly relate to what we refer to as the five primary needs.
Preparing for Retirement
With all of today’s responsibilities, it can be hard to think about long-term goals. That’s why we offer a
systematic process that starts with understanding where you are today and discussing your vision for
retirement. Then we can identify the types of accounts and investments that may be appropriate to help
achieve your vision. We’ll also review your strategy along the way to help ensure you stay on track.
Living in Retirement
As you approach retirement, your focus begins to change – from saving for a future goal to determining
how to provide for your daily needs. You also need to make sure your savings can last throughout your
retirement. We can work with you to develop a strategy that can help fulfill your expectations and
protect against things that could get you off track.
Paying for Education
You may wish to help pay for education expenses for your children, grandchildren or even yourself. We
will work to understand your expectations and discuss the potential costs, benefits and considerations.
Based on these factors, we can help develop a savings strategy and recommend a variety of solutions
to help achieve your education savings goals.
Preparing for the Unexpected
Unanticipated events such as a job loss, disability or even death could impact your ability to maintain
your family’s financial security. We can help ensure that you have the appropriate protection and
emergency savings to protect you and your loved ones from the potential financial hardships resulting
from unforeseen circumstances.
Planning Your Estate or Inheritance
Estate planning is about much more than money – it is how you want important matters to be handled
once you’re gone or no longer able to make certain decisions. We can work with you and your tax and
legal professionals to implement an estate strategy designed to meet your needs. And if you receive an
inheritance, we can recommend appropriate investing strategies that support your needs and align with
your overall portfolio objectives.
Edward Jones, its employees and financial advisors are not estate planners and cannot provide tax or legal advice. You should consult
your estate-planning attorney or qualified tax advisor regarding your situation.
TAILORED
SOLUTIONS
GOALNEED
PAGE 2 OF 2
MKT-6784L-A-FLEXP30APR2016PAGE2of2©2015EDWARDJONES.ALLRIGHTSRESERVED.