Tim has over 20 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 helping to preserve and protect 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.
- Series 65 Investment Advisor
- Series 24 Registered Principal
- Series 7 General Securities
- Series 63 State Laws and Regulations
Security registrations held with LPL Financial.