Shane Gaddy

Managing Partner-Financial Planner at Strong Gaddy Lee Wealth Management Group

Role
Managing Partner-financial Planner at Sgl Wealth Management Group
Location
Gainesville, GA, US
LinkedIn followers
500 followers

About Shane Gaddy

As a CERTIFIED FINANCIAL PLANNER (TM) and C(k)P® Certified 401k Professional, I help individuals and small business owners strive to achieve their specific financial dreams. Accomplished through thoughtful and diligent planning, I help individuals address and develop strategies that assist in building confidence in their financial life. I believe a well-formulated plan addresses short- and long-term objectives, and I am dedicated to providing honest guidance that objectively addresses client’s comprehensive financial needs.For business clients, I am knowledgeable about a comprehensive range of retirement plans and can help identify the most appropriate retirement plan for a company’s needs, such as Simplified Employee Pension plans, SIMPLE plans and 401(k), pension, and profit-sharing plans.I am very active in my community having served as chairman for the Northeast Georgia Community Foundation Investment Committee, past Chair the Endowment Committee for Gainesville First United Methodist Church, current board member for Glory, Hope and Life and supporter of many of our local charities. I live in Gainesville with my wife, Emily, our daughter, Clare, and son, Emmett, and we are members of Gainesville First United Methodist Church.Please contact me by e-mail at s••••••••@stronggaddylee.com or by phone at 77••••••27. Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact and Personal Info’ section above. Advisory Services offered through IFG Advisory, LLC, a registered investment advisor. Strong Gaddy Lee Wealth Management Group and IFG Advisory, LLC are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which I am/we are registered to do business, please visit

Experience

  1. Managing Partner-financial Planner

    Sgl Wealth Management Group

    Jun 2017 — Present

Education

  • University of North Georgia

    Bachelors, Accounting and Finance

    1995 — 1998

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Shane Gaddy — Managing Partner-financial Planner at Sgl Wealth Management Group in Gainesville, GA, US | Unifers