Marshall Shields
Vice President, Financial Advisor at Morgan Stanley
- Role
- Financial Advisor at Morgan Stanley
- Location
- Mobile, AL, US
- LinkedIn followers
- 500 followers
Experience
Financial Advisor
Mar 2009 — Present · Mobile, AL
Corporate Retirement Plans, Individual and Family Wealth Management, Comprehensive Financial Planning.© 2023 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: 12•••72
Education
University of Alabama
BS, Finance
2003 — 2008
Skills
- Etfs
- Annuities
- Financial Planning
- Private Equity
- Securities Lending
- Managed Futures
- Investment Strategies
- Series 7
- Ira's
- 401k
- Wealth Management
- Asset Allocation
- Stocks
- Series 31
- Retirement Planning
- Alternative Investments
- Series 66
- Defined Contribution Plans
- Hedge Funds
- Cds
- Rollovers
- Bonds
- Mutual Funds
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