Rob Shealy Email & Phone Number
Senior Vice President, Financial Advisor @ Janney Montgomery Scott LLC
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Rob Shealy Location
- Columbia, SC, US
Rob Shealy Work
- Senior Vice President, Financial Advisor @ (July 2018 - Present)
- Senior Vice President - Investments @ (February 2010 - June 2018)
- Military Intelligence Officer @ (August 1990 - October 2011)
- Financial Advisor @ (October 2009 - February 2010)
- Financial Advisor @ (October 1993 - October 2009)
Rob Shealy Education
- University of South Carolina
Certificate (Financial Planning)
2005-2006 - Clemson University
Bachelor of Science (Financial Management)
1988-1992
Rob Shealy Skills
- 529 Plans
- Analysis
- Asset Allocation
- Certified Financial Planner
- College Funding Strategies
- Customer Service
- Equities
- Equity Indexed Annuities
- Estate Investment Planning
- Finance
- Financial Advisory
- Financial Analysis
- Financial Planning
- Financial Services
- Insurance
- Investment Strategies
- Investments
- Mutual Funds
- Negotiation
- Public Speaking
- Retirement Planning
- Risk Management
- Self Directed Ira
- Strategic Planning
- Strategy
- Tax Free Income
- Wealth Management
- Sales
- Loans
- Series 7
- Microsoft Office
- Business Analysis
- Credit
- Estate Investment
Rob Shealy Summary
- Rob Shealy, based in Columbia, SC, US, is currently a Senior Vice President, Financial Advisor at Janney Montgomery Scott LLC. Rob Shealy brings experience from previous roles at Wells Fargo Advisors, Army National Guard, Merrill Lynch and Bank of America. Rob Shealy holds a 2005 - 2006 Certificate in Financial Planning @ University of South Carolina. With a robust skill set that includes 529 Plans, Analysis, Asset Allocation, Certified Financial Planner, College Funding Strategies and more. Rob Shealy has 3 emails and 2 mobile phone numbers on RocketReach.
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