Arpit Shah in

Arpit Shah

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Financial Advisor at Edward Jones
📍 Alpharetta, Georgia, United States

Arpit Shah is a financial advisor at Edward Jones with over 20 years of experience as a technology leader at firms like Tech Mahindra and ADP. He leverages his background to specialize in equity compensation, 401(k) strategies, and retirement transitions for high-earners, particularly from the tech industry. He holds a BBA from the University of Memphis.

Outside of his financial practice, Arpit is a dedicated family man who enjoys creating experiences like taking his daughter to her first concert. He is also actively involved in his community, supporting charitable causes and attending events like the Heroes for Hope Gala to promote giving back.

His unique career path involves a deliberate transition from a Vice President of Technology Sales to a financial advisor, driven by a passion to solve the financial problems he witnessed firsthand in the tech world.

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Experience
23 Years
Current Role
Financial Advisor
Job Level
Senior
Location
Alpharetta, Georgia, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Arpit cares about

Tech Professional Finances
He specializes in financial challenges unique to tech employees, such as managing RSUs, concentrated stock risk, and variable income, drawing from his 20+ years in the industry.
Financial Education
Passionate about teaching, he has served as an Adjunct Faculty member and actively promotes financial education sessions in his local Atlanta community.
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Career

Work history

6-2026
Financial Advisor
Edward Jones
1-2024
Vice President - Technology Sales & Consulting (UPS Account)
Tech Mahindra
8-2023
Adjunct Faculty- Product Management & Analytics
Christian Brothers University
2-2023 - 1-2024
Director, Product Management | AI/GenAI | Workforce & CX Automation
ADP
11-2019 - 2-2023
Product Development Manager- Data & Analytics
FedEx
In the press

Media appearances

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Education
1999 - 2003
BBA
University of Memphis
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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