Rob Shealy

Background

About Rob Shealy

I am a Senior Vice President and Financial Advisor at Janney Montgomery Scott, LLC and have been for the past 7 years. I have been in the financial services industry for 31 years. The years have flown by, and I think that’s because I really enjoy what I do. I enjoy helping clients reach their investment goals. I'm a student of the financial markets and appreciate the opportunity to share my wisdom with clients looking for guidance. I also enjoy working with other professionals to develop and implement a plan to help achieve financial success. As a Financial Advisor and CFP® professional, I am dedicated to putting your needs first – which means not only looking at your investment portfolio with a fresh perspective but also keeping your investments in stride with the rest of your life. No needs are more important than your own. I pride myself in making your needs and goals, my own. I don’t simply work for you. I work with you to understand who you are as an individual and as an investor. My mission is to help you to define your financial objectives and then use that knowledge to develop a plan that is tailored to fit your unique needs and preferences and is in your best interest. I’m proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation. Some of the services offered are- Comprehensive Financial Planning - Retirement Income Planning - College Planning - Tax Planning - Social Security Planning - Long-Term Care Insurance - Life Insurance - Estate Planning In my free time, I enjoy spending time with family and friends, attending Clemson football games, traveling to the beach, and exercising. If you’re looking for a trusted partner to help guide your financial journey, I’d love to connect. The best way to reach me is rshealy@janney.com / 802.223.7016.