Protect Your Account!

DO NOT share personal information with unsolicited callers or texters claiming to be with Shell FCU. We will NEVER ask for your Digital Banking User ID or Password. If YOU initiate contact with us we may send you a one-time authentication code. If uncertain, hang up and call Shell FCU at (713) 844-1100. Thank you for the opportunity to serve you!

Financial advice to help you achieve your goals

Shell Federal Credit Union offers an investment services program through Ameriprise Financial Institutions Group, a channel of Ameriprise Financial Services, LLC. Through on-site financial planning, comprehensive investment solutions and convenient digital capabilities, they partner with us to help you reach your financial goals. Financial advisors Lance Allen, Alicia Ellis and Ben Yackell at Shell Wealth Services, a financial advisory practice of Ameriprise Financial Services, LLC, are available to speak with you about your unique financial situation and goals.

Lance Allen

Program Manager/Financial Advisor

Located at
Shell Federal Credit Union
301 E 13th Street
Deer Park, TX 77536

Alicia Ellis

Financial Advisor

Located at
Shell Federal Credit Union
5133 Fairmont Pkwy
Pasadena, TX 77505

Ben Yackell

Financial Advisor

Located at
Shell Federal Credit Union
11526 Spencer Hwy
La Porte, TX 77571

Why work with a financial advisor?

You work hard for what you earn – make sure your savings and investments are preparing you for the future you want. A financial advisor can help you achieve your short and long-term financial goals as well as plan for unexpected events that could arise. Through an ongoing, collaborative relationship with a financial advisor, plus secure anytime–access to your accounts online, you can track your progress toward your goals and receive timely advice when you need it.

A comprehensive approach

Together, you and your financial advisor will evaluate your current financial situation. From there, your financial advisor will work with you to address key needs, consider tax strategies and find ways to help fill any gaps that could keep you from achieving the lifestyle you want. Through personalized financial advice, your financial advisor will help you prioritize what's important today, while planning for a confident financial future.

Solutions and advice aligned to your goals

Through Ameriprise Financial, you'll have access to wide-ranging advice – from customized investment recommendations and asset allocation strategies, to comprehensive financial planning that covers key aspects of your financial life – to help you meet your goals. And, your financial advisor can provide access to an extensive suite of solutions to meet your specific needs, including investments, insurance and annuities, and much more.

Products and services available through Ameriprise

  • Financial planning
  • Retirement planning
  • Investments
  • Funding education expenses
  • Insurance and annuities
  • Estate planning strategies
  • Retirement income strategies
  • Tax planning strategies