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Michael Shields

Senior Director & Financial Advisor

Waterfront Advisors

United States, Missouri, Kansas City

About Me

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

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Profile Information

Senior Director & Financial Advisor

Waterfront Advisors

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Kansas City

Missouri

United States

Jun 24, 2024

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