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Troy T

Series 66

Macomb, MI

Edward Jones

Troy Tiseo is a financial advisor at Edward Jones in Macomb, MI, holding a Series 66 designation. He has experience working with several firms, including Huntington National Bank and F.B. Wright, and has held various roles since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Shane S

Series 66

Macomb, MI

Edward Jones

Shane Skerbe is a financial advisor at Edward Jones in Macomb, MI, holding a Series 66 designation. He has one year of industry experience and has previously worked at firms including Paychex and UMU Technology LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Equity Recipients (RS/RSU, SOP, ESPP) Business succession planning General retirement planning Wealth management Executive
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Agostino T

CFP®, Series 63

Macomb, MI

Edward Jones

Agostino Tiseo Jr. is a CFP®-designated financial advisor with Edward Jones in Macomb, MI, where he has worked since 2000. He has 33 years of industry experience. Outside of his advisory role, he serves as a high school baseball coach at De La Salle High School in Warren, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

General retirement planning Retired Founder/Business Owner Executive
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