Shane Rooney

Helping to Empower Clients to create Financial Wealth & Legacy

Role
Financial Advisor at Equitable Advisors
Location
Dallas, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Shane Rooney

I work with individuals and business owners across the oil and gas industry, helping them navigate shifting income, changing benefits, and the constant uncertainty that comes with the field. I’ve seen how the right guidance can change the trajectory of a family, or a business and that clarity is what drives my work.I help people with tax-efficient strategies and put their money toward the goals that matter most to them, while also partnering with business owners to strengthen cash flow, reduce risk, and protect what they’ve built all while ensuring their teams feel informed and confident in the financial decisions that shape their future.At the core, my role is simple: listen, simplify, and create a plan that feels steady, realistic, and aligned with what matters most, whether you\'re building a career, a company, or a legacy.

Experience

  1. Financial Advisor

    Equitable Advisors

    Jan 2024 — Present · Dallas, TX, US

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Shane Rooney — Financial Advisor at Equitable Advisors in Dallas, TX, US | Unifers