Shands Greenlee

Shands Greenlee, CFP®, CRPC®
Assistant Vice President Financial Consultant Truist Investment Services, Inc.

401 E Jackson St

19th Floor,

Tampa, FL 33602-5209

Shands.Greenlee@Truist.com

Phone 813-224-2560

Get directions

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About me

Background

Shands Greenlee is a financial consultant with The Bayshore Group of Truist Investment Services, Inc. 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 COUNSELOR® (CRPC®) designation. He helps bring clarity to each client's plan, purpose to investments, and financial well-being 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

Personal Interests

I enjoy spending time with my family, surfing, playing golf and cooking on the Big Green Egg. 

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 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

Locations

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