Edward Jones - Sheri Marshall

Edward Jones - Sheri Marshall Financial Advisor & Limited Partner at Edward Jones Focusing on Surgeons, Physicians, Medical Executives and Business Owners.

Financial Advisor and Limited Partner with Edward Jones developing deep relationships with my clients to deliver comprehensive Financial Planning and Multi-Generational Wealth Transfer. In my practice, we're dedicated to delivering sound, skilled financial advice with unwavering integrity and excellence. Focusing on complex financial strategies for high net worth individuals and families, our appr

oach is consistent, repeatable and rooted in experience. But beyond the numbers, we understand that every client is unique, with distinct goals, values and life circumstances that require personalized attention. We take the time to deeply understand each client’s personal, professional and financial situation — listening closely to their aspirations, concerns and dreams. This allows us to craft tailored strategies that not only help to build and protect wealth but also support their broader vision for life. Our team-based approach helps ensures every client receives the highest level of service and knowledge. We work collaboratively to deliver comprehensive and thoughtful financial advice. My team includes Client Service Team members Brianna Reich, FPQP, and Tiff Monarch, FPQP. Brianna and Tiff are eager to provide the best service and support to our clients. Serving my community and giving of my time are important to me. I serve with the Selinsgrove Rotary (past president 2024–2025) and serve on three boards: - The Central PA Chamber of Commerce (second vice chair executive board 2025-2026 & 2026-2027), - The First Community Foundation Partnership (Advisory Board), and - The Recreation Engagement Center. I also proudly volunteer with Shikellamy Football and Soccer Booster Clubs, the S.U.N. Soroptimist organization, and as a chairperson for our local Tim Tebow's Night to Shine event. When not at work, you may find me traveling, golfing or playing board games with my two children, Everett and Olivia; cheering on my Alma mater PSU in football or one of my kids sporting events; attending one of my beloved book clubs; or lending a helping hand somewhere in our community! I look forward to meeting you and welcoming you to our Edward Jones branch family! For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

Learn more https://bit.ly/3T30sC8 Long-term financial success starts with intentional planning. I can help you consider ...
08/30/2026

Learn more https://bit.ly/3T30sC8 Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth with your goals and priorities.

https://bit.ly/4cbqfi6 Your financial goals are unique — your plan should be too. I can help you create a strategy focus...
08/28/2026

https://bit.ly/4cbqfi6 Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managing and preserving wealth for the future.

Watch our short video on 'What's Driving Markets'
08/25/2026

Watch our short video on 'What's Driving Markets'

What factors are shaping today's market environment, and where might investors find opportunities in the months ahead? Our Principal, Head of Investment Strategy Mona Mahajan breaks down the current landscape on CNBC's Squawk Box – strong earnings growth, the evolving AI investment cycle, economic...

Learn more https://bit.ly/4wDiHf7 Your wealth can help support the people and causes that matter most. I can help you pl...
08/23/2026

Learn more https://bit.ly/4wDiHf7 Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a strategy around your legacy goals.

https://bit.ly/4zxeSuM Building wealth takes thoughtful planning. I can help you develop strategies to manage your wealt...
08/21/2026

https://bit.ly/4zxeSuM Building wealth takes thoughtful planning. I can help you develop strategies to manage your wealth today while preparing future generations for tomorrow.

Thankful to have been able to celebrate Ten Years of Service recognition for The Recreational Engagement Center- and a b...
08/19/2026

Thankful to have been able to celebrate Ten Years of Service recognition for The Recreational Engagement Center- and a big Thank you to our friend Senator Lynda Schlegel Culver for attending!

Can a six-figure income still leave you feeling financially lost?Our research with Gallup — recently featured in Fortune...
08/18/2026

Can a six-figure income still leave you feeling financially lost?

Our research with Gallup — recently featured in Fortune — found that among Americans earning more than $135,000, nearly 70% still struggle to feel financially fulfilled. Even more striking: 1 in 5 high earners report experiencing significant financial stress.

As a financial advisor, this doesn't surprise me. Income alone doesn't create confidence. What can make a difference is having a clear plan, knowing what matters most to you, and feeling genuinely in control of your financial future.
If any of this resonates, I'd love to start a conversation.

Read the full feature in Fortune: https://bit.ly/45vSF2z


Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

Seven in 10 Americans on six-figure salaries aren’t financially fulfilled—even wealthy Gen Zers.

Learn more https://bit.ly/4hx4NHH Creating wealth is about planning for the future. I can help you explore strategies to...
08/16/2026

Learn more https://bit.ly/4hx4NHH Creating wealth is about planning for the future. I can help you explore strategies to help manage, protect and pass on your wealth.

Today we were Busy Bees in our Office 🐝- serving clients via Zoom, phone and in-person! The markets were also on the mov...
08/14/2026

Today we were Busy Bees in our Office 🐝- serving clients via Zoom, phone and in-person! The markets were also on the move! Check out our Weekly Market Wrap for a great recap https://www.edwardjones.com/us-en/market-news-insights/stock-market-news/stock-market-weekly-update?utm_source=facebook&utm_id=edward%20jones&utm_term=29bd1eaa-f74c-4888-806c-ceefc28425c1&fbclid=IwVERDUATsZIRwZG9mAWZkaWQWUMetk7eDI152XOO7TTCidtxij6hfEWV4dG4DYWVtAjExAHNydGMGYXBwX2lkCjY2Mjg1NjgzNzkAAR5DF0gdYMy5F6QKFUZXKJSF0BbDaGubBgAQXgWY5QLuoybT7dw7wTNeVj4esw_aem__gJjqdhL42ox9kaFloHCrw

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every r...
08/14/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

Address

1372 N. Susquehanna Trail, Suite 170
Selinsgrove, PA
17870

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Edward Jones - Sheri Marshall posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category