Robert Shy
V.P. Investments with The Strategic Alliance Group at Raymond James
- Role
- V P Investments with the Strategic Alliance Group of Raymond James at Raymond James
- Location
- Memphis, TN, US
- LinkedIn followers
- 500 followers
About Robert Shy
The Strategic Alliance Group (SAG) provides retirement plan consulting services to…
Experience
V P Investments with the Strategic Alliance Group of Raymond James
Feb 2013 — Present
Investment Management Consultant to Retirement Plan Sponsors, Family Offices and High Net Worth Individuals.Disclosure: The Investment Management Consultant designation is awarded to those who complete the internal Raymond James Institute of Investment Management Consulting program.
Education
Southern Methodist University
BBA, Finance
1981 — 1985
College for Finacial Planning
AWMA, Financial Planning / Wealth Management
2009 — 2010
SMU Cox School of Business
Bachelor of Business Administration (BBA), Accounting and Finance
1981 — 1985
Memphis University School
High School
1976 — 1981
Memphis University School
General HS diploma, Mathematics and Computer Science
1975 — 1981
Skills
- Qualified Retirement Plans
- Financial Modeling
- Mutual Funds
- Aif®, Accredited Investment Fiduciary
- Retirement
- Retirement Income Planning
- Retirement Income Strategies
- High Net Worth Individuals
- Series 7
- Retirement Solutions
- Asset Allocation
- Investments
- Business Continuation Planning
- Finance
- Asset Management
- Portfolio Management
- Personalized Investment Management
- Guaranteed Lifetime Income
- Investment Management
- Awma®, Accredited Wealth Management Advisor
- Insurance
- Financial Planning
- Retirement Plan Consulting
- Securities
- Wealth Management
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