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About Mike:
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 the horses, he also has four dogs that run the farm. On the weekends you will most likely find Mike decompressing on his motorcycle or out on the lake. |
We have been clients of Waterfront Wealth for 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 (at that time Waterfront Wealth was part of A G Edwards). 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. He and Erin are always responsive to our calls and questions. 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.
-Amy & Dave T.
*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.