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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. |
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."
-Ken W.
*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.