Broker Check

INVESTMENT ADVISOR REPRESENTATIVE MICHAEL SHEEHY APPOINTED TO RETIREMENT PLAN ADVISORY COUNCIL

Doylestown, Pa. – Michael S. Sheehy, AIF®, CFP®, an investment advisor representative at Wealth Advisory Services, Inc. in Doylestown, Pennsylvania, has been appointed to the Retirement Plan Advisory Council (RPAC), a dedicated group of Raymond James advisors nationwide who have made retirement plan consulting a primary focus. This collective, which accounts for less than 1% of Raymond James representatives, offers specialized experience and support for retirement plan sponsors.

RPAC advisors assist company executives in evaluating alternatives and coordinating the different components of the 401(k) process on an ongoing basis. They acknowledge a fiduciary standard of care with regard to investment recommendations and monitoring of plan investments.

“I help corporate executives and business owners design, implement and manage the company retirement plan that best fits with their needs and objectives. I also help them understand and comply with their roles and responsibilities as plan fiduciaries,” said Sheehy.

Sheehy is a Certified Financial Planner™ practitioner and an Accredited Investment Fiduciary professional. He has more than 26 years of experience in helping families, individuals and corporate clients plan and strategize to pursue and realize their financial goals. He can be contacted at Wealth Advisory Services, Inc., 18 E. Court St., Suite 100, Doylestown, PA 18901 or by calling 215.340.3690.

© 2018 Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Wealth Advisory Services and Raymond James Financial Services Advisors, Inc. Wealth Advisory Services is not a registered broker/dealer and is independent of Raymond James Financial Services.

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.