About Paul W. Shoemaker
Paul W. Shoemaker is a Managing Director, Financial Advisor, Family Wealth Director, CFP® and Global Sports & Entertainment Director with Morgan Stanley. He is a senior partner in The Capital Street Group at Morgan Stanley. As of March 2024, The Capital Street Group manages $2 billion in client assets for a limited number of wealthy families, professional athletes, business owners and corporate clients. As of 2022, Paul joined a select 4% group of Morgan Stanley Financial Advisors who have completed the firm’s rigorous Family Wealth Director program. Catered to the needs of ultra-high net worth clients, this designation allows Paul and his team specialized access to the firm’s Family Office Resources. In 2022, 2023, & 2024 Paul was named to Barron's top 1200 Financial Advisors in the United States, as well as Forbes Best-In-State since 2019. Paul is also part of Morgan Stanley's Global Sports & Entertainment division which is a highly specialized wealth management division, dedicated to serving the unique and complex needs of athletes, entertainers, creators and top professionals in the sports and entertainment industry.
He is originally from Longmont, Colorado and received his bachelor’s degree in finance from Brigham Young University where, as a quarterback for the football team, he was a scholar athlete. After graduation in 1998, Paul joined Merrill Lynch as a Financial Advisor and built a successful financial advisory practice. In 2012, he transitioned his practice to Morgan Stanley and became the manager of the Salt Lake City office. While he enjoys the challenge of management, his position also benefits his investment clients. He is able to use his extensive knowledge of behind the scenes operations and senior level contacts in the firm to quickly and efficiently solve client problems and gain access to new technology.
Paul and his wife Katie have five children, three of which are married and live in the greater Salt Lake City area. He is President of the Salt Lake chapter of the Cougar Club for Brigham Young University athletic supporters. Paul has competed yearly in half and full distance Ironman races since 2010.
2022 - 2024 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2022 - 2024). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2019-2024 - Forbes Best-in-State Wealth Advisors
Source: Forbes.com (Awarded 2019-2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in June of year prior to the issuance of the award.
https://www.morganstanley.com/disclosures/awards-disclosure.html
NMLS #510806
Securities Agent: WY, WV, WI, WA, VT, VI, VA, UT, TX, TN, SD, SC, RI, PR, PA, OK, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK, OR; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 510806