With over 7 years of experience in the financial services industry, R. Shelby Cregor, MBA, AAMS™ is a trusted financial advisor who is passionate about helping clients pursue their financial goals. As an Accredited Asset Management Specialist™ (AAMS™), Shelby specializes in retirement planning, investment management, and wealth preservation. Throughout his career, Shelby has strived to deliver quality service and advice to clients. Prior to his current role as a Financial Advisor at Raymond James, Shelby worked as a High Net Worth Underwriter at PURE Insurance, where he evaluated and underwrote insurance for some of the most successful families in the U.S. Shelby holds an MBA in Finance from The University of Tennessee and a Bachelor of Science in Financial Economics from Centre College. Outside of the office Shelby enjoys the outdoors, music of all kinds, and trying new food.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.