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Jeffrey Shealy, Private Wealth Advisor serving the Winston Salem, NC area - Ameriprise Advisors

Jeffrey Shealy

Private Wealth Advisor

Managing Director
SHEALY, AYERS & ASSOCIATES
24
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 16 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

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

Qualifications

  • Series 7
  • Series 63
  • Series 65

Education

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

Awards & recognition

  • Ameriprise Circle of Success, 2019-2022
  • Ameriprise Client Experience Award, 2020
  • Ameriprise Ultimate Digital Excellence Award, 2021

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

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.

Check this out: ameriprise.com/communityrelations

Interests

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.