Shaun P Sims
,
CMFC®, CRPC®
Managing Director
Financial Advisor
Investment Services Group
Truist Investment Services, Inc.
1500 Koger Center Blvd
Richmond, VA 23235-4721
About me
Background
Education
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
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
Recommended Resources
Special Commentary The Washington brief
Midterm elections take center stage, delaying resolution on key issues
Market Perspective The bull market deserves the benefit of the doubt
As the bull market enters its fifth year, the weight of the evidence suggests it still has room to run.
Market Pulse Market Pulse – October 5, 2026
Market views heading into the week highlight what we're watching and important news ahead.