Shaun Sims

Shaun P. Sims, CMFC®, CRPC®
Financial Advisor Investment Services Group Truist Investment Services, Inc.

1500 Koger Center Blvd

North Chesterfield, VA 23235-4721

Shaun.Sims@Truist.com

Phone 804-594-7733

Fax 804-782-7266

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About me

Background

Shaun is a Financial Advisor with Truist Investment Services, Inc., offering clients more than 20 years of financial services, retirement planning, and investment management experience. Shaun has earned the Chartered Retirement Planning Counselor™ (CRPC®) Chartered Mutual Fund CounselorSM (CMFC®) designations. 

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science in Business Administration
Bellevue University 1998 1999

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

Locations

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