Peter Shea, Cfp(R)

Peter Shea, Cfp(R) Email and Phone Number

Advisor and Vice President at NAI Nashville and Certified Financial Planner(R) @ NAI Nashville
Peter Shea, Cfp(R)'s Location
Brentwood, Tennessee, United States, United States
Peter Shea, Cfp(R)'s Contact Details

Peter Shea, Cfp(R) personal email

n/a
About Peter Shea, Cfp(R)

🔷Certified Financial Planner (CFP) and Wealth Manager with 13 years experience providing comprehensive financial planning with strong emphasis on estate planning. In commercial real estate, Peter has over a decade of experience in brokerage and tenant representation. He is currently pursuing the CCIM designation.Possesses MBA in Finance with Series 65 and Series 63 certifications. Held Series 7 and was a Registered Representative. Excellent multi-tasking and prioritization skills with a track record of helping clients achieve their financial goals through money management, commercial real estate and estate planning. Great ability to connect and collaborate with commercial real estate brokers, accountants, attorneys, insurance producers and other professionals. Thrives in an environment with strict deadlines, requiring the balancing of multiple projects. Passionate believer in the potential for estate planning and what it can do.Testimonial:"Peter's understanding of the capital markets helped us identify attractive points to sell assets. His insights were very important to our firm. Peter also helped me identify attractive investment opportunities for the company. He has a good analytical mind and was always aware of the macro picture." Vice President, Crews Investment Properties: Memphis, TN."

Peter Shea, Cfp(R)'s Current Company Details
NAI Nashville

Nai Nashville

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Advisor and Vice President at NAI Nashville and Certified Financial Planner(R)
Peter Shea, Cfp(R) Work Experience Details
  • Nai Nashville
    Vice President I Advisor I Affiliate Agent, Commercial Real Estate Brokerage
    Nai Nashville 2018 - Present
    Brentwood, Tennessee, Us
    NAI Nashville/Stanton Group is a global commercial real estate brokerage. Current position involves working with various institutional commercial real estate developers as well as private owners and investors.
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  • Quantitative Solutions, Llc
    President
    Quantitative Solutions, Llc 2011 - Present
    Quantitative Solutions is a fee-based wealth management firm. Delivered comprehensive wealth management and financial planning services with an emphasis on estate planning. Extensive experience in the use of life insurance for estate planning and asset protection. Advised clients on the use of various trust vehicles including irrevocable life insurance trusts, grantor retained annuity trusts, spousal trusts, and qualified personal residence trusts. Stayed informed about developments in the estate planning arena and communicated these ideas to clients.
  • Crews Investment Properties - Family Office Wealth Management Services Provider
    Real Estate Broker / Leasing Agent
    Crews Investment Properties - Family Office Wealth Management Services Provider 1999 - 2009
    Crews Investment Properties is a privately owned commercial RE development firm. Managed $100M real estate portfolio of retail, office, and industrial properties. Activities included acquisition of investment properties, development of properties, securing of financing, and disposition of assets. Conducted valuation of commercial properties; negotiated leases of retail, office, and industrial properties. Created marketing materials and offering memoranda. Established ongoing relationships to identify properties with high income or development potential.

Peter Shea, Cfp(R) Skills

Investments Estate Planning Financial Planning Portfolio Management Wealth Management Real Estate Asset Management Finance Mergers And Acquisitions Insurance Planning Financial Services Investment Properties

Peter Shea, Cfp(R) Education Details

  • Vanderbilt University - Owen Graduate School Of Management
    Vanderbilt University - Owen Graduate School Of Management
    Finance
  • Rhodes College
    Rhodes College
    History

Frequently Asked Questions about Peter Shea, Cfp(R)

What company does Peter Shea, Cfp(R) work for?

Peter Shea, Cfp(R) works for Nai Nashville

What is Peter Shea, Cfp(R)'s role at the current company?

Peter Shea, Cfp(R)'s current role is Advisor and Vice President at NAI Nashville and Certified Financial Planner(R).

What is Peter Shea, Cfp(R)'s email address?

Peter Shea, Cfp(R)'s email address is ps****@****lle.com

What schools did Peter Shea, Cfp(R) attend?

Peter Shea, Cfp(R) attended Vanderbilt University - Owen Graduate School Of Management, Rhodes College.

What are some of Peter Shea, Cfp(R)'s interests?

Peter Shea, Cfp(R) has interest in Education.

What skills is Peter Shea, Cfp(R) known for?

Peter Shea, Cfp(R) has skills like Investments, Estate Planning, Financial Planning, Portfolio Management, Wealth Management, Real Estate, Asset Management, Finance, Mergers And Acquisitions, Insurance Planning, Financial Services, Investment Properties.

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