Keith Shealy

Keith Shealy, AAMS®, CFP®
Financial Advisor Private Client Group Truist Investment Services, Inc.

1201 Main St

Suite 700,

Columbia, SC 29201-3200

About me

Background

As a Senior Vice President and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, specializing in asset management and business succession planning, Keith Shealy is committed to helping his clients achieve their vision for a sound financial future and believes that developing a prudent plan is paramount to ensuring long-term success.

Keith was a successful business owner for 16 years before selling his business in 1996. Still too young to retire, he began his second career in the financial services industry. He holds his required securities registrations and state licenses.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

BS - Insurance Risk Management
University of South Carolina 1974 1980

Personal Interests

Keith earned a bachelor’s in insurance and risk management from the University of South Carolina. He is a Columbia native and is active in several community and charitable organizations. He's a 30-year member and past president of the Forest Acres Rotary Club and previously served on the boards of Communities in Schools of the Midlands and Pawmetto Lifeline. He is also a member and past president of Columbia Executives and Owners Association, a volunteer for the American Heart Association, The Leukemia & Lymphoma Society and a member and past president of the Rotary Club of Forest Acres. 

He has been married to his wife, Linda, for more than 30 years. They are passionate about animals and currently have two miniature Australian shepherds.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

To
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