Shands Greenlee

Shands Greenlee, CFP®, CRPC®
Financial Consultant Private Client Group Truist Investment Services, Inc.

360 Central Ave

Suite 1700,

Saint Petersburg, FL 33701-3803

About me

Background

Shands Greenlee is a financial consultant with The Bayshore Group. He is responsible for designing comprehensive financial plans for the clients we have the pleasure to serve.  In addition, specialties include principal protected investment solutions, mutual funds, annuity research and protection strategies, as well as active portfolio management.

Shands holds the FINRA Series 7 and 66 registrations as well as the CERTIFIED FINANCIAL PLANNER™ designation and the CHARTERED RETIREMENT PLANNING COUNSELORTM  (CRPC®) designation. He helps bring clarity to each client's plan, purpose to investments, and confidence in retirement.

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

Education

Bachelor’s Degree
Western Kentucky University

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

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

  • 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

To
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