Monty Shealy

Managing Director, CLTC, LUTCF®

My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business

About Monty

About Monty

As a Managing Director, I lead with purpose. My responsibilities are vast and varied, but overall I am tasked with strategically fostering an environment of success and building the team behind our triumphs.

I'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better!

 Solutions

Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.

Living in Retirement

Discover how our annuity options can help you create income for retirement and may be right for your personal financial needs. A Traditional or Roth IRA can also be an option to help you save for the future with either tax-free growth or on a tax-deferred basis.

Protecting Your Family and Greatest Assets

Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.

Saving for Retirement

Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.

A Career Designed to Grow

Prudential Advisors' financial professionals have the autonomy to being clients the most appropriate options in the form of advice and guidance. Join us for a rewarding career!

A Broad Network of Financial Experience

We believe that every person should have an opportunity to create their own unique and beautifully complex story. We empower financial professionals with the platforms, flexible product offerings, and collaborative environments of support they need to help turn “I can’t” into “why not?”

A Focus on Removing Obstacles

A career in financial services is more than selling insurance, annuities, investments, and fee-based planning services. We help eliminate roadblocks that distract clients from writing their own stories of financial well-being.

A Way to Build Lasting Relationships

Whether it is through the protection of insurance, savings for retirement or college through investments or making informed decisions about their financial situation, the work we do helps to shape the stories of clients’ lives.

The Prudential Difference

  • Property & Casualty: GA, NC, SC
    Variable Annuities: FL, GA, NC, SC, VA
    Securities License: AR, FL, GA, NC, SC, VA
    Variable Life Insurance: FL, GA, NC, SC, VA
    Fixed Annuities: FL, GA, NC, SC, VA
    Life Insurance: FL, GA, NC, SC, VA

Monty Shealy offers financial planning and investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Monty Shealy offers insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. 1-800-201-6690

Check the background of this investment professional on FINRA’s BrokerCheck.