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About Mike:
Mike Shields began his career in financial services in 1999 as a Financial Advisor with A.G. Edwards, following his graduation from the University of Missouri-Columbia with a bachelor’s degree in 1998. In 2006, he earned the CERTIFIED FINANCIAL PLANNER™ certification, equipping him to provide comprehensive guidance in areas such as retirement and investment planning, estate strategies, and education funding. Mike is particularly focused on helping clients manage overall risk while creating sustainable retirement income strategies tailored to their goals. Mike and his wife, Amie, have lived in Ocala, Florida, known as the Horse Capital of the World, since 2015. They wanted to enjoy the region’s milder winters when taking care of five horses and four energetic dogs on their farm. Outside of work, Mike enjoys spending time outdoors, exploring the open road on his motorcycles or relaxing on the lake. |
We have been clients of Waterfront Wealth for (over) 20 years. Prior to our 2000 meeting, we had been keeping our portfolio with another large financial services company. At that initial meeting we met with Mike Shields, and after our meeting, decided to have Mike manage a small portion of our portfolio... Mike was incredibly personable, and responsive to finding something that would meet our needs. It wasn’t too long before we moved our entire portfolio over to Mike for management. He remains our advisor today. In 20 years we have obviously been through many life changes and there have been many ups and downs in the financial markets. Mike has always stayed “on top” of things, kept us informed and always recommends adjustments in order to keep our plan in place. Mike truly understands our financial needs and goals, and has built our portfolio to meet our specific situation... The entire Waterfront team is professional, personable and extremely knowledgeable. Without hesitation we have recommended Mike to family and friends, and will continue to do so. |
My wife and I were introduced to Waterfront 16 years ago and we couldn't be happier. Mike Shields has been our Financial Advisor since day one and we are extremely pleased with the results of our portfolio. Mike is very personable, listens to our questions and concerns and explains in detail what needs to be done to reach our goals. With all the resources Waterfront made available to us, retirement became a reality and now we are enjoying the life that would not be possible without Mike and the entire team at Waterfront. We appreciate the service that Waterfront provides and will always be a client. |
*All of the included testimonials are from current or former clients of Waterfront Advisors Inc., and no cash or non-cash compensation has been provided in return for their statements.