Shealy Wealth Management Team

Cindy Shealy, Elisabet Vieux, Tim Shealy, Patricia Rhodes, Aliya Rivera

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 wife, Cynthia, and has lived in the South Florida area for more than thirty years. 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

back to top

Patricia Rhodes
Director of Operations

Patricia is a native of New York City. She holds a BA from Birmingham-Southern College and a Master’s of Education from the University of Alabama at Birmingham. Her early professional experience includes ten years as a high school teacher of English and history in Birmingham, Alabama and seven years as the owner of a retail clothing store. Prior to coming to work for Shealy Wealth Management, Patricia was Chief Operating Officer of a healthcare management company which had business in four states. In that capacity she researched acquisitions, acted as the company liaison to the employee Union, and handled the daily operations of five long term care facilities. Patricia is experienced in governmental compliance, accounting, human resources, and customer service. As the Director of Operations she enjoys working directly with the clients of Shealy Wealth Management in answering questions regarding the administrative aspects of their accounts including processing of new business, explanation of account statements, and other client account requests. In addition, Patricia integrates into company procedures the governmental compliance regulations as required by the Federal and State government. In her personal time she is an avid reader, with a particular interest in business management and spiritual books and publications. On the weekends you will find her cheering on her favorite NASCAR drivers. Patricia currently resides in Coral Springs with two spoiled feline friends, Toby and Minnie.

back to top

Elisabet (“Lisa”) Vieux
Director of Marketing & First Impressions

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. A native of Sweden, Lisa has resided in South Florida since 1986. She is married and has two children.

back to top

Aliya Rivera
Information Technology Manager

back to top

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.  She moved to South Florida over 25 years ago with her family and enjoys all that the area has to offer.  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.  As always Shealy Wealth Management is interested in knowing of any areas of interest or exciting ideas in your vicinity so please feel free to contact Cynthia directly.

back to top