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Shealy Wealth Management
Team Members
Timothy G. Shealy
Owner/President
Timothy G. Shealy has 15 years of experience in the financial services industry, working hard to earn the well-placed trust of his hundreds of clients. Tim can help you understand what is required to achieve your financial goals, and help get you there. He has worked with some of America’s largest corporations, such as AT&T, Lucent Technologies, and IBM, to provide the sage counsel for preserving and protecting wealth.
The financial security of his clients is Tim’s #1 priority as he commits to having a truly proactive relationship with each individual. He is dedicated to providing exemplary client service, while displaying the highest standards of ethics and professional knowledge. Tim can provide solid, unbiased advice, timely information and research, and unparalleled customer service.
Tim studied Business at Mercer University where he attended on an academic scholarship. He is married to his lovely Cynthia. When he is not chasing down the latest investment opportunities, Tim enjoys running, weight-training, boating, and taking in the latest movies at the local theatre with his wife. Tim and Cynthia are enjoying their daughter, Isabella, who was born on May 31, 2006. They are also the proud parents of their son, Alexander or "AJ" who was born on March 24, 2008.
Professional Licenses:
Series 65 Investment Advisor
Series 24 Registered Principal
Series 7 General Securities
Series 63 State Laws and Regulations
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 Elisabet (“Lisa”) Vieux
Director of Operations
Lisa has been a valuable member of Shealy Wealth Management team since September of 2004. Lisa has a wide range of experience in sales, marketing, administration, and customer service. She is currently the Assistant to the Director of Operations with responsibilities including a variety of client services and providing critical administrative support to the other team members. She is married and has two children.
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 Cindy Shealy
Director of Client Events
Cynthia is a native of San Antonio Texas, where she loves to visit regularly because that is where the majority of her family still resides. Before joining Shealy Wealth Management, Cynthia worked as a professional personal assistant/bookkeeper to many high net worth clients of the CPA firm Daszkal Bolton for more than 5 years. Cynthia resigned her position when she and Tim found out that they were going to be the proud parents of their new baby Isabella. Since leaving the professional world full time Cynthia enjoys having her hands filled taking care of Isabella. In January, 2007, Cynthia was excited to join Shealy Wealth Management as Director of Client Events where she has spearheaded the development of new client based events and socials.
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