Rob Shevlin, MBA
president owner at innovative financial strategies llc@ Bank of America Merrill Lynch
Jacksonville, Florida, United States
View Rob Shevlin, MBA's Email
View Rob Shevlin, MBA's Email & Phone
Real-Time AI Research
0 search queries left
FlashIntel GPT
Hello! I'm FlashIntel GPT, your personal AI search assistant. Feel free to ask me anything about Rob Shevlin, MBA, and I'll do my best to assist you.
You

Tell me more about Rob Shevlin, MBA?

FlashIntel GPT

Rob Shevlin, MBA is a highly experienced professional with 39.8 years of work experience. He specializes in investments, insurance, fixed annuities, small business, and disability insurance. Based in the United States, Rob is knowledgeable about helping professionals, especially business owners, reduce taxes, protect income and assets, insurance protection, and legal structures. He is also knowledgeable in principal protected investing and access to phenomenal resources. Rob is a specialist in comprehensive college planning and college funding, focusing on reducing the out of pocket cost of college for successful families. He is currently working on health care cost containment solutions for physicians, providing better patient care, and optimizing wealth preservation for doctors and medical staff.
For inquiries about Phone Number and Email, please click here Unlock Contact

Research Details
Skills & Insights
Colleagues

Emails and Phone Numbers

@innovativefs.com
@aol.com
+1 632815****
View Emails and Phone Numbers
10 free lookups per month

About

Specialties: Very knowledgeable about how to help professionals, especially business owners, reduce taxes, protect income and assets, insurance protection, legal structures. Believe in principal protected investing. Knowledgeable with access to phenomenal resources when it comes to advanced estate, wealth, charitable, income tax reduction and business owner planning. Specialist in Comprehensive College Planning and College Funding-"The College Cash Flow Strategist" Reducing the Out of Pocket Cost of College for Successful Families In addition to currently working on health care cost containment solutions for businesses, employees, consumers direct, associations and governmental entities, the firm is now helping physicians provide better options for patient care to medicare recipients with 2 or more chronic conditions, reduce malpractice risk, find new sources of revenue and strategies to reduce taxation, improve asset protection and overall optimize wealth preservation for the doctors family and medical staff.

...See More

Work Experience

100 North Tryon Street, Charlotte, NC, 28255, US

Financial Services

18424
Phone
+1 6328155000
Show More

Rob Shevlin, MBA's Professional Milestones

  • President | Owner: Expanding market share by implementing strategic marketing initiatives and building strong relationships with clients.
  • Senior Vice President (1984-01-01~1994-01-01): Driving strategic initiatives to revolutionize company operations and enhance profitability.
Show More