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Attention Valued Shell FCU Members!

Shell FCU members falling victim to Digital Banking compromises. Fraudsters are calling and texting members while spoofing our official (713) 844-1100 phone number. Do not respond to these texts or calls. Delete the text or hang up immediately. NEVER share your Digital Banking credentials and avoid disclosing personal information with unsolicited callers or texters claiming to be Shell FCU. We will never do this. If in doubt, call Shell FCU at (713) 844-1100. If YOU call us first the number cannot be spoofed, and you know you will be talking to a Shell FCU employee.

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, Ben Yackell, and Jaime Garza 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

Lance Allen, CRPC™

Program Manager/Financial Advisor

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

Office (713) 844-1159

lance.allen@ampf.com

Alicia Ellis

Alicia Ellis

Financial Advisor


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

Office (713) 844-5099

alicia.ellis@ampf.com

Ben Yackell

Ben Yackell

Financial Advisor


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

Office (713) 844-1109

ben.yackell@ampf.com

Jaime Garza

Jaime Garza

Financial Advisor


Located at
Shell Federal Credit Union
1600 West Bay Area Blvd
Houston, TX 77058

Office (713) 844-0630

Jaime.Garza@ampf.com

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

About Ameriprise Financial

As a longstanding leader in financial planning and advice, Ameriprise Financial helps clients navigate the present without losing sight of the future.

Ameriprise Financial has remained true to its vision of putting its clients' interests first for more than 125 years. Ameriprise Financial and its subsidiaries serve more than 2 million individual, business and institutional clients, with more than $1 trillion in assets under management and administration.1

View the Ameriprise FINRA BrokerCheck listing.

1Company data, as of Q2

  Not FDIC or NCUA Insured   No Financial Institution Guarantee    May Lose Value  

Ameriprise Financial has a partnership with this financial institution to provide financial planning services and solutions to clients. The financial institution is not an investment client of Ameriprise, but has a revenue sharing relationship with Ameriprise, which creates a conflict of interest. Details on how we work together can be found on ameriprise.com/sec-disclosure.

Ameriprise Financial cannot guarantee future financial results.

Ameriprise Financial Planning Services are optional, offered separately, and priced according to the complexity of your case and your financial advisor's practice fee schedule. Your fees and financial advisor may be subject to change.

Financial planning is generally appropriate if you have financial goals, sufficient assets and income to address your financial goals, and are willing to pay an investment advisory fee for recommendations to help you achieve those goals. Please review the Ameriprise Financial Planning Client Disclosure Brochure or, for a consolidated advisory relationship, the Ameriprise Managed Accounts and Financial Planning Service Disclosure Brochure, for a full description of services offered, including fees and expenses.

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© Ameriprise Financial, Inc. All rights reserved.