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Shane Skerbe

Financial Advisor @ Edward Jones | MBA

Role
Financial Advisor at Edward Jones
Location
Detroit, MI, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Shane Skerbe

Finance professional with a background in B2B technology. Focused on helping individuals and families make informed financial decisions. I bring nearly a decade of experience in strategic problem-solving, relationship management, and goal-based planning for enterprises. My personal finance approach is centered on simplifying complex ideas, understanding what matters to clients, and executing practical solutions that drive long-term tax-efficient results.Passionate about business, technology, finance, and a lifelong Detroit sports fan 🦁

Experience

  1. Financial Advisor

    Edward Jones

    Oct 2025 — Present · Detroit, MI, US

    Edward Jones is a leading financial services firm focused on helping clients achieve their long-term financial goals through personalized advice and a relationship-based approach. Through the firm’s branch model, I operate my own financial advisory practice while leveraging the research, resources, and support of the broader Edward Jones organization.I personally partner with individuals, families, and business owners to develop personalized financial strategies aligned with their goals and priorities. Through a structured planning process, I help organize their financial lives, build long-term wealth, and make informed financial decisions.Key areas of focus include:• Wealth building and long-term investment strategy• Retirement planning and income strategies• Investment portfolio management• Risk management and insurance planning• Education savings planning• Estate and legacy considerations

Education

  • Central Michigan University

    Bachelor of Science in Business Administration, Marketing/Professional Sales Concentration, Sport Management Minor

  • West Texas A&M University

    Master of Business Administration - MBA, Business Administration and Management

Skills

  • Leadership
  • Social Networking
  • Teamwork
  • Sales
  • Public Speaking
  • Team Leadership
  • Social Media
  • Marketing Communications
  • Team Building
  • Training
  • Marketing
  • Creative Design
  • Leadership Development
  • Employee Training
  • Interviews
  • Talent Scouting
  • Talent Acquisition
  • Advertising
  • Finance
  • Sales Process
  • Public Relations
  • Crm
  • Social Media Marketing
  • Direct Sales
  • Account Management
  • Human Resources Information Systems (Hris)

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Shane Skerbe — Financial Advisor at Edward Jones in Detroit, MI, US | Unifers