Peter Shea

About Peter Shea

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.\"

Experience

1. Vice President i Advisor i Affiliate Agent, Commercial Real Estate Brokerage

   Nai Nashville Stanton Group

   Jan 2018 — Present

   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.

Education

• Vanderbilt University Owen Graduate School of Management

  MBA, Finance

• Rhodes College

  Bachelor of Arts (B.A.), History