--@ Truist Wealth
Columbia, South Carolina Metropolitan Area
Keith Shealy, CFP®
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University of South Carolina
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Tell me more about Keith Shealy, CFP®?
FlashIntel GPTKeith Shealy, CFP(r), is a highly experienced professional with 6.8 years of work experience. He possesses a diverse skill set including customer service, leadership, public speaking, financial analysis, sales, team building, business development, marketing, and investments. Based in the United States, Keith has held various positions in renowned financial institutions such as Truist Wealth and BB&T Scott & Stringfellow. He has worked in roles such as Managing Director, Financial Advisor, Senior Vice President, and Senior Vice President, showcasing his expertise in the financial services industry.
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Emails and Phone Numbers
About
CFP®
Work Experience
--
Managing Director | Financial Advisor
Financial Services
Keith Shealy, CFP®'s Professional Milestones
- Senior Vice President (2017-02-01~): Driving impactful business strategies and driving strategic initiatives to achieve record-breaking company growth.
- Managing Director | Financial Advisor (2021-02-01~): Transformed financial markets and implemented strategic plans to drive company growth and expand market share.
Education
Skill
Customer Service
Leadership
Public Speaking
Financial Analysis
Sales
Team Building
Business Development
Marketing
Investments
Certification
Colleagues
Michael Hyman
Project Management Owner | Scrum Master | Strategic Enablement | Team Leadership
Oscarlyn Elder, CFA, CAIA
co-chief investment officer truist advisory services inc truist wealth
Cece Baute Mavico
Chief Operating Officer
Vonnie Pridemore
senior managing director wealth brokerage chief administrative officer truist investment services inc truist wealth
Meredith Given Wheeler
Vice President Medical Relationship Manager | Truist Wealth
Other Named Keith Shealy, CFP®
Frequently asked questions
We found 2 Keith Shealy, CFP®'s email addresses
We found 1 Keith Shealy, CFP®'s phone numbers
Keith Shealy, CFP® works for Truist Wealth
Keith Shealy, CFP®'s role in Truist Wealth is --
Keith Shealy, CFP® works in the industry of Financial Services
Keith Shealy, CFP®'s colleagues are Michael Hyman,Oscarlyn Elder, CFA, CAIA,Cece Baute Mavico
Keith Shealy, CFP®'s latest job experience is -- at Truist Wealth
Keith Shealy, CFP®'s latest education in University of South Carolina
