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Start for FreeSheetal Pallana
Senior Financial Advisor, Private Client Group @Raymond James Ltd.
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WORK HISTORY
Senior Financial Advisor, Private Client Group @Raymond James Ltd.
SKILLS
ABOUT SHEETAL PALLANA
Sheetal Pallana is a goal-oriented, disciplined and caring wealth management professional who advises Business Owners in the Construction Industry. He and the rest of the team delivers corporate-class investments to defer income, tax plans, creditor-proofing strategies, Individual Pension Plans (IPPs), succession plans, and multigenerational wealth management services up and down the family tree. As a young man, Sheetal studied business and through his father’s ventures witnessed the highs and lows company owners can face if they do not have astute financial leadership from a qualified advisor. This inspired Sheetal to devote his life to helping entrepreneurs manage their wealth wisely. Working in hospitality early in his career, Sheetal developed the skills to provide excellent client service. At Raymond James, Sheetal brings his clients extensive bond expertise, a wide universe of investment options, high-quality equity research, and the sophisticated resources of the firm’s in-house Tax & Estate Planning team. He has a passionate commitment to protecting his clients’ well being through long-term, trusting relationships and a refreshing sense of humor that keeps financial discussions light and bit.ly/RJLDSCLMR
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