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Our financial advice team

Jeffrey Shealy

Jeffrey Shealy


Private Wealth Advisor

Managing Director
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 28 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Tax Planning Strategies
  • Family Finances
  • Cash Flow Management Strategies


My family is always the top of my priority. Luckily we live in an area that is very inclusive and allows for community support from others and for others. Staying active in the community is very important to me. When I am able to help others I ultimately improve the lives that surround me.

Awards & recognition

  • Ameriprise Circle of Success, 2019
  • Ameriprise Client Experience Award, 2020
  • Ameriprise Circle of Success, 2020


  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7
  • Series 63
  • Series 65


  • BSBA, Marketing and Economics, Appalachian State University, Boone, North Carolina

Previous experience

  • Morgan Stanley, 2009-2018
  • Citigroup Global Markets INC., 2008-2009
  • Merrill Lynch, Pierce, Fenner & Smith Inc., 2002-2008
  • A.G. Edwards & Sons INC., 2001-2002
  • Edward Jones, 2000-2001

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Community participation

I feel that it is very important to volunteer my time to different organizations when the opportunity arises. That is why I am so glad to work with a company that values it as much as I do.

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