Robert W. Shealy Jr, CFP® Profile Photo


The accumulation, growth, and protection of wealth - and, ultimately, the transfer of these resources to descendant generations - is perhaps the essential design feature for your personal financial path. Through the facilities offered by Janney Montgomery Scott, we design and implement recommendations that help migrate investments toward wealth, using a comprehensive range of wealth management, financial, estate, and retirement planning services. Located in downtown Columbia, SC, Robert services clients in Lexington, Aiken, Orangeburg and across the United States.

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