
Martin Shields
Chief Wealth Advisor
Bouchey Financial Group
United States, New York, Saratoga Springs
About Me
In his role as Chief Wealth Advisor, Marty mentors the firm’s wealth managers and works with clients on their financial planning and investment management. He also leads the firm’s 401(k) / 403(b) service and serves on the Executive, Financial Planning, & Investment Committees of the firm. Marty has been with Bouchey Financial Group for more than 10 years and in total has more than 16 years of experience working with prominent fee-only wealth management firms. He also has 14 years of experience in senior management roles for several public telecom companies leading their financial planning and business analysis groups. Marty earned a Bachelor of Science in Economics from St. Bonaventure Uni
Profile Information
Chief Wealth Advisor
Bouchey Financial Group
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Saratoga Springs
New York
United States
May 15, 2024
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