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Shaun Roach, Financial Advisor

FINANCIAL ADVISOR
Shaun I Roach

356 Troy Schenectady Rd Ste 7, Latham, NY 12110opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Portfolio Reviews
  • Business Retirement Plans
  • Charitable Giving
  • Retirement Savings Strategies

About Shaun

2025 marks my ninth year as a financial advisor with Edward Jones here in Latham. I am incredibly grateful to live here in the Capital Region with my amazing wife, Allee, our three beautiful children, Bexley, Fletcher and Beau, and our dog, Oliver. We love this community!

I work with a fabulous branch office administrator, Amy Laskey. Together, we passionately focus on providing you with the highest level of client-focused service. As your Edward Jones branch team, we believe it's paramount to invest time with you to understand what's important to you and your loved ones. We use an established...

Work History

  • Edward JonesMarch 2016 to Current

Education

  • Gordon CollegeBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Traveling
  • Personal Fitness
  • Basketball
  • Social Responsibility

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Phone

(518) 313-7872

Fax

(888) 505-1309

Office Address

356 Troy Schenectady Rd Ste 7
Latham, NY 12110opens in a new window

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