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
- 2018 -now Senior Vice President, Financial Advisor @
- 2010 -2018 Senior Vice President - Investments @
- 1990 -2011 Military Intelligence Officer @
- 2009 -2010 Financial Advisor @
- 1993 -2009 Financial Advisor @
Rob Shealy Education
- University of South Carolina
Certificate, Financial Planning
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, Financial Planning @ 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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