Shealy Wealth Management Team

 Team Members

 
Timothy G. Shealy
Owner/President

Tim has over 17 years of experience in the financial services industry. Since founding Shealy Wealth Management in 1997, he has earned the trust of hundreds of clients.  He can help you understand what is required to achieve your financial goals and help get you there. He has worked with some of America’s largest corporations, such as AT&T, Lucent Technologies, and IBM providing counsel for preserving and protecting wealth.

The financial security of his clients is Tim’s top priority as he commits to having a truly proactive relationship with each individual. He is dedicated to providing exemplary client service, while displaying the highest standards of ethics and professional knowledge. He can provide solid, unbiased advice, timely information and research, and unparalleled customer service.

Tim studied Business at Mercer University where he attended on an academic scholarship. He is married with two children. When he is not chasing down the latest investing opportunities, he enjoys running, weight training, boating, and taking in a movie at the local theater with his wife.

Professional Licenses:

Series 65 Investment Advisor
Series 24 Registered Principal
Series 7 General Securities
Series 63 State Laws and Regulations

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Elisabet (“Lisa”) Vieux
Executive Assistant

Lisa has been a valuable member of Shealy Wealth Management team since September of 2004. She has a wide range of experience in sales, marketing, administration, and customer service. She currently serves as Tim’s Executive Assistant with a variety of responsibilities including client services, office manager, and providing critical administrative support. She lives in Parkland, FL, with her two children.

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Cindy Shealy
Director of Client Events

Cynthia is a native of San Antonio Texas, where she loves to visit regularly because that is where the majority of her family still resides. Before joining Shealy Wealth Management, Cynthia worked as a professional personal assistant/bookkeeper to many high net worth clients of the CPA firm Daszkal Bolton for more than 5 years. Cynthia resigned her position when she and Tim found out that they were going to be the proud parents of their first child. In January, 2007, Cynthia was excited to join Shealy Wealth Management as Director of Client Events where she has spearheaded the development of new client based events and socials.

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