Mike graduated in 1998 with a Bachelor’s degree from the University of Missouri, Columbia. He became Financial Advisor for A.G. Edwards in 1999. Mike attained his CERTIFIED FINANCIAL PLANNER™ certification in 2006 to work extensively with individuals in the areas of investment planning including retirement, estate planning strategies, and educational planning needs. Over the years Mike has specialized in helping clients manage overall risk while generating needed retirement income. Mike and his wife Amie moved to Ocala FL, the Horse Capital of The World, in 2018 to assist with family health issues and enjoy more moderate winters when taking care of five horses every day. In addition to th

Michael Shields
Senior Director & Financial Advisor
Waterfront Advisors
United States, Missouri, Kansas City
About Me
Profile Information
Senior Director & Financial Advisor
Waterfront Advisors
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Kansas City
Missouri
United States
Jun 24, 2024
More profiles to browse
Roger Ratzlaff
Managing Director & Financial Advisor
Chris Harrington
Chief Investment Officer
Matt Hekman
Portfolio Manager
You Might Like
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
PG
Patricia Gee
Operations
Manhattan Family Office
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
BH
Bob Helmer
President Emeritus
Baldwin Wallace University