Shaun Sims, CMFC®, CRPC®, Private Financial Advisor

SunTrust Investment Services, Inc.

Shaun Sims Photo
Shaun Sims, CMFC®, CRPC®, Private Financial Advisor

SunTrust Investment Services, Inc.

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2801 HICKS ROAD

RICHMOND, VA 23235

919 East Main Street,

Richmond, VA 23219

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About

Shaun Sims is a Private Financial Advisor with SunTrust Investment Services, Inc. He offers business owners, executives and other clients more than 16 years of investment management experience. Shaun'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, estate strategies and other critical financial strategies.

Shaun has earned a Bachelor of Science Degree in Business Administration from Bellevue University and has also earned the professional designations of Chartered Retirement Planning CounselorSM (CRPC®) and Chartered Mutual Fund CounselorSM (CMFC®). Shaun came to SunTrust Investment Services from First Citizens Investor Services, where he was an Investment Consultant. Prior to First Citizens, he was a Registered Representative for Edward Jones Investments.

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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