Jim Sheehan , Cfp® Email & Phone Number

11108 W Broad St. Glen Allen Va 23060

As a 20 year veteran of the financial services industry my definition of success is delivering an exceptional unparalleled client experience. I concentrate my practice to focus on the issues that are most important to my clients. By taking a highly customized one on one approach I am able help my clients identify, prioritize and develop a sustainable process. I dedicate time to get to know my clients so I truly understand what matters most to them and working together with them design a… Show more As a 20 year veteran of the financial services industry my definition of success is delivering an exceptional unparalleled client experience. I concentrate my practice to focus on the issues that are most important to my clients. By taking a highly customized one on one approach I am able help my clients identify, prioritize and develop a sustainable process. I dedicate time to get to know my clients so I truly understand what matters most to them and working together with them design a relevant goal-based plan that addresses their unique lives. If you have questions about potential investment solutions for retirement, providing for your children’s or grandchildren’s education, or legacy planning, I welcome the opportunity work with you. Show less

Richmond, Va

Wells Fargo Private Wealth Management provides Individuals, Families and Business Owners with an open architecture approach to complete wealth management. Our customized relationships offer award winning investment management, in-depth analysis, unique credit facilities, banking and Financial planning.

Richmond, Virginia Area

Executive Board member

Richmond, Va

Bs, Business And Communications

Activities and Societies: Football, Theater, Fraternaty

9-12

1-5

Education record

Business And Communications