Brianna Shealey - Raymond James
Typically responds within 24 hours
Brianna Shealey - Raymond James
Hello! My name is Brianna Shealey and I am a financial advisor with Raymond James. Ever since I was a little girl, I've enjoyed learning about how money works and now I look forward to helping you understand how it can work for you. In my practice, I focus on covering your full financial picture by planning around 6 pillars:
I. Cashflow and Employee Benefits Planning
II. Investment Strategy
III. Catastrophe Planning
IV. Tax Planning
V. Retirement Planning
VI. Estate Planning
Through these pillars, we design for your life, plan for things you value, and ensure we protect the things that matter most to you. I also take pride in humanizing the financial planning experience as I believe financial planning shouldn't be scary! In actuality, it should be an opportunity for you to take off the mask and be vulnerable in a judgement free space, so that you can get the best advice possible and be able to live life without fear. So if I sound like your cup of tea, please shoot me an email or give me a call! Everything always starts with a conversation and I'm always happy to chat :)
I. Cashflow and Employee Benefits Planning
II. Investment Strategy
III. Catastrophe Planning
IV. Tax Planning
V. Retirement Planning
VI. Estate Planning
Through these pillars, we design for your life, plan for things you value, and ensure we protect the things that matter most to you. I also take pride in humanizing the financial planning experience as I believe financial planning shouldn't be scary! In actuality, it should be an opportunity for you to take off the mask and be vulnerable in a judgement free space, so that you can get the best advice possible and be able to live life without fear. So if I sound like your cup of tea, please shoot me an email or give me a call! Everything always starts with a conversation and I'm always happy to chat :)
Clients who would be a good fit
My ideal client is a working professional is who is open and responsive, willing to listen, and ready do the work in getting their financial plan in order. While I have a focus on STEM (science, technology, engineering, and mathematics) professionals, I am open to working with all who have the aforementioned qualities.
Clients who wouldNOTbe a good fit
Someone is who is not a good fit is someone that isn’t open/responsive, willing to listen, or isn’t ready to do the work. Additionally, someone is only looking for investment advice or wants a transactional relationship would not be a good fit for me given that I focus very heavily on the relational/ financial planning side of things. I truly believe that investment strategy is one part of the larger financial picture, so a client needs to want the whole financial plan to truly be a good fit.
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
No minimum required
Client Specialties
Services Offered
Service Pricing
Percentage of Assets (AUM)
1%
Flat Fee/Retainer
$2,950
Meeting Options
In person meetings
Video meetings
Phone
Email
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
You may be interested in:
At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and transitioning your wealth.
Balance Wealth isn’t just about managing finances; it’s about architecting equilibrium in your life. With our human-centered approach to financial planning, we aim to guide you towards this equilibrium. We’ll join you on your journey where balance, wealth, and a fulfilling life converge. We want to serve good, caring people who want to make a difference in this world and the lives of others – and we value that above the numbers on a page or dollars in an account.
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
Company
Professional Services
Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
