James Shaughnessy, CRPC®, Financial Consultant

SunTrust Investment Services, Inc.

James Shaughnessy Photo
James Shaughnessy, CRPC®, Financial Consultant

SunTrust Investment Services, Inc.

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2100 W CUMBERLAND STREET

DUNN, NC 28334

305 Church at North Hills Street,10th Floor

Raleigh, NC 27609

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About

James Shaughnessy is a Financial Consultant with SunTrust Investment Services, Inc. He offers clients more than 12 years of financial services, retirement planning and investment management experience. James has earned the professional designation of Chartered Retirement Planning CounselorSM (CRPC®). He is a native of Raleigh, North Carolina, is a graduate of North Carolina State University and is an active volunteer with Junior Achievement of Eastern North Carolina.

James's focus is advising on the development and implementation of investment strategies to help clients meet their immediate and future goals. He follows a disciplined process of assessing a client's financial situation, determining risk tolerance, forming and executing an appropriate investment plan and regular portfolio rebalancing in order to obtain measurable results. He also consults on risk management, retirement planning and other critical financial strategies.

SunTrust Investment Services, Inc. is a full-service broker-dealer that is an integral part of SunTrust Banks, Inc. - one of the nation's largest and most respected financial services organizations. When you bring your investment needs to SunTrust you will benefit from a long history of management experience, an extensive range of financial products and solutions and personalized financial planning and advice. More importantly, you establish a relationship with a team of trusted advisors who can address all of your financial needs.

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