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
2005-2006 - Clemson University
Bachelor of Science (Financial Management)
1988-1992
Rob Shealy Skills
- Retirement Planning
- Finance
- Financial Advisory
- Analysis
- Strategy
- Financial Analysis
- Mutual Funds
- Public Speaking
- Investments
- Insurance
- Equities
- Asset Allocation
- Risk Management
- Customer Service
- Strategic Planning
- Negotiation
- Estate Investment Planning
- Tax Free Income
- Sales
- Loans
- Series 7
- Microsoft Office
- Business Analysis
- Self Directed Ira
- 529 Plans
- Credit
- Estate Investment
- Wealth Management
- Equity Indexed Annuities
- Certified Financial Planner
- College Funding Strategies
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 @ University of South Carolina. With a robust skill set that includes Retirement Planning, Finance, Financial Advisory, Analysis, Strategy and more. Rob Shealy has 3 emails and 2 mobile phone numbers on RocketReach.
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