Steven Shields
- Role
- Financial Advisor at Edward Jones
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
Experience
Financial Advisor
Mar 2019 — Present · Medina, OH, US
As an Edward Jones financial advisor, I enjoy the opportunity to partner with individual investors on creating and implementing strategies that work toward specific goals that we set together. Whether it\'s planning for retirement, saving for college for children or grandchildren or just trying to protect the financial future of the ones that we care the most for, we take the time to identify each goal and develop the strategy to address it. I also coordinate and work in tandem with other professionals who include CPAs, Estate Planning Attorneys and Life Insurance Specialists and Agents to execute needed actions. During our initial visit, I will ask several questions and it is important that I listen to the answers and clarify them so that I can truly understand my clients\' needs and subsequent goals. I then get to know their risk tolerances and experience levels to truly understand the best strategies to meet their needs
Education
Helicopter Electronic Counter Measure Systems Tech
Certificate of completion, Avionics Maintenance Technology/Technician
2005 — 2006
Ashland University
Master of Business Administration (MBA), Project Management & Financial Management
2014 — 2016
Avionics Technician Common Core
Certificate of Completion, Avionics Maintenance Technology/Technician
2004 — 2005
Avionics Technician I Level
Certificate of Completion, Avionics Maintenance Technology/Technician
2005 — 2006
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