Linda Shank, Senior Registered Client Service Associate
Phone:
(941) 364-7493(941) 364-7493
Mary N. McEachern, CFP®, CRPC®
Executive Director,
Senior Portfolio Management Director,
Insurance Planning Director,
Financial Advisor
Direct:
(941) 364-7401(941) 364-7401
My Mission Statement
Providing you highly customized financial guidance while navigating the complexities of substantial wealth. My dedicated approach empowers my clients and their families to achieve their financial goals with confidence and clarity.
More about Mary
A strong belief in the importance of financial freedom made possible through the power of careful planning and a long-term investment strategy has been the driving force behind Mary McEachern’s decades-long career in the investment and financial services industry. A Certified Financial Planner® and Chartered Retirement Planning Counselor®, Mary is passionate about earning her clients’ trust and helping them continuously achieve their financial goals as their needs grow and change.
Currently an Executive Director, Portfolio Management Director, Insurance Planning Director, and Financial Advisor with Morgan Stanley Wealth Management, Mary manages portfolios on a discretionary basis for high-net-worth clients seeking comprehensive wealth management services and personalized investment advice.
Possessing a holistic understanding of investments, Mary offers each client a customized wealth management solution based on their goals and objectives, incorporating investment management, stock option analysis, retirement planning, hedging strategies, monetization of concentrated equity positions, life insurance analysis and funding, and wealth preservation strategies and transfer services. Through regular reviews and monitoring of data and ongoing communication, clients know that every decision Mary makes is in their best interest.
With a degree in economics from North Carolina State University, Mary began her career as an Investment Advisor with Paine Webber in Silicon Valley, CA, serving clients in the technology sector. She later went on to hold senior executive investments and portfolio management roles at Smith Barney, Merrill Lynch, and Wells Fargo prior to joining Morgan Stanley.
Mary in a strong advocate for developing a family mission statement that serves as a guiding light for clients to follow in directing their time and monetary resources to organizations that matter most to them. An enduring commitment to supporting business development, community enrichment, healthcare, and education has been the basis of Mary’s family mission statement for more than 20 years. To that end, she is the founding member of Women’s High-Tech Coalition, served as the secretary of the National Women’s Business Center, and supported Johns Hopkins All Children’s Hospital, a pediatric acute care children’s hospital in St. Petersburg, FL.
Mary resides in Sarasota, FL, and divides her time there and meeting with clients in Washington, DC, and Charleston, SC. When not assisting clients with planning and fulfilling their financial goals, she enjoys boating, fly fishing, and travel.
Currently an Executive Director, Portfolio Management Director, Insurance Planning Director, and Financial Advisor with Morgan Stanley Wealth Management, Mary manages portfolios on a discretionary basis for high-net-worth clients seeking comprehensive wealth management services and personalized investment advice.
Possessing a holistic understanding of investments, Mary offers each client a customized wealth management solution based on their goals and objectives, incorporating investment management, stock option analysis, retirement planning, hedging strategies, monetization of concentrated equity positions, life insurance analysis and funding, and wealth preservation strategies and transfer services. Through regular reviews and monitoring of data and ongoing communication, clients know that every decision Mary makes is in their best interest.
With a degree in economics from North Carolina State University, Mary began her career as an Investment Advisor with Paine Webber in Silicon Valley, CA, serving clients in the technology sector. She later went on to hold senior executive investments and portfolio management roles at Smith Barney, Merrill Lynch, and Wells Fargo prior to joining Morgan Stanley.
Mary in a strong advocate for developing a family mission statement that serves as a guiding light for clients to follow in directing their time and monetary resources to organizations that matter most to them. An enduring commitment to supporting business development, community enrichment, healthcare, and education has been the basis of Mary’s family mission statement for more than 20 years. To that end, she is the founding member of Women’s High-Tech Coalition, served as the secretary of the National Women’s Business Center, and supported Johns Hopkins All Children’s Hospital, a pediatric acute care children’s hospital in St. Petersburg, FL.
Mary resides in Sarasota, FL, and divides her time there and meeting with clients in Washington, DC, and Charleston, SC. When not assisting clients with planning and fulfilling their financial goals, she enjoys boating, fly fishing, and travel.
Securities Agent: WI, OR, ME, VI, VA, SC, NJ, NC, IN, GA, CT, PA, NY, MA, KY, UT, IL, FL, WA, ID, OH, NM, NH, MS, DE, DC, RI, MI, MD, AZ, TN, MT, CO, CA, WV, TX; General Securities Representative; Investment Advisor Representative
NMLS#: 662829
CA Insurance License #: OA72378
NMLS#: 662829
CA Insurance License #: OA72378
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
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A SMARTER APPROACH TO CHARITABLE GIVING
Morgan Stanley Global Impact Funding Trust (MS GIFT) strives to engage donors across the entire spectrum of wealth, ensuring their philanthropic aspirations and objectives will be achieved.
- The Select UMA Program is a unified management Account program in which MSSB acts as an investment advisor.
- The PM program creates customized investment strategies for high-net-worth individuals and institutional clients.
- Donor Contribution Agreement Form
- Donor Circular & Disclosures
- Donor Advised Fund Policy
Introduction to Donor Advised Funds
A DAF is a charitable giving vehicle administered by a sponsoring organization such as MS GIFT, a 501(c)(3) public charity. DAFs are structured as 501(c)(3) organizations created with the intent of managing charitable donations on behalf of individuals, families and organizations.
Donor advised funds simplify charitable giving and Morgan Stanley clients have access to a DAF through MS GIFT, which is an independent section 501(c)(3) organization.
Investment Programs
There are two investment programs available to MS GIFT Donors: Select UMA and Portfolio Management (PM).
What Type of Assets Can Be Contributed
Donors may make irrevocable and nonrefundable gifts of cash, marketable securities, freely transferable restricted stock and exercised options.
Other non-liquid "complex" assets such as real estate, closely-held business interests, life insurance, artwork, and other collectibles may be accepted at the discretion of the MS GIFT's Board of Directors.
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Before opening an MS GIFT Branch Access Account, the Donor and FA must review the following forms.
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2025 Federal Tax Tables
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Global Investment Committee “On the Markets” Report
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Global Investment Committee Weekly Research Report
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Location
2 North Tamiami Trail
Ste 1100
Sarasota, FL 34236
US
Direct:
(941) 364-7401(941) 364-7401
Meet My Team
About Linda Shank
Linda has over 40 years of experience in the financial services industry and has teamed with Mary McEachern for nearly a decade. She is a dedicated team member who applies her organizational and problem-solving skills to provide key operational contributions, administrative support and client service that we feel exceeds expectations.
She plays an important role on the team and is responsible for making sure the operations of the team run smoothly. She handles the day-to-day administration, opening new accounts, updating existing account information, managing account transfers and answering questions regarding statements. Her extensive experience allows her to resolve client issues quickly and efficiently. As a licensed member of the team, Linda holds her Series 7, Series 63 and Series 65 securities registrations and is able to assist clients with executing transactions in their accounts.
Linda lives in Bradenton, Florida. She and her husband Mike enjoy many activities including camping, biking and kayaking. They especially enjoy exploring the beautiful Florida waterways on their boat and love catching a glimpse of dolphins. Linda is an enthusiastic dog lover and has a Sheltie named Lucy. Linda is a mother to one son, Matthew.
She plays an important role on the team and is responsible for making sure the operations of the team run smoothly. She handles the day-to-day administration, opening new accounts, updating existing account information, managing account transfers and answering questions regarding statements. Her extensive experience allows her to resolve client issues quickly and efficiently. As a licensed member of the team, Linda holds her Series 7, Series 63 and Series 65 securities registrations and is able to assist clients with executing transactions in their accounts.
Linda lives in Bradenton, Florida. She and her husband Mike enjoy many activities including camping, biking and kayaking. They especially enjoy exploring the beautiful Florida waterways on their boat and love catching a glimpse of dolphins. Linda is an enthusiastic dog lover and has a Sheltie named Lucy. Linda is a mother to one son, Matthew.
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Justine Smale
Private Banker
About Justine Smale
Justine Smale is a Private Banker serving Morgan Stanley Wealth Management offices in Florida.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Justine began her career in financial services in 1992, and joined Morgan Stanley in 2016. Prior to joining the firm, she spent 21 years at Merrill Lynch and Bank of America and held many positions including Wealth Management Banker, Premier Client Manager, and Branch Manager.
Justine is a graduate of Florida International University, where she received a Bachelor of Arts in Business Administration, Business Management, and
International Business with Magna Cum Laude distinction. She lives in Sarasota, Florida with her family.
Outside of the office, Justine donates her time volunteering for different organizations. She also enjoys being active, gardening, spending time outdoors, entertaining at home and spending time with family and friends.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Justine began her career in financial services in 1992, and joined Morgan Stanley in 2016. Prior to joining the firm, she spent 21 years at Merrill Lynch and Bank of America and held many positions including Wealth Management Banker, Premier Client Manager, and Branch Manager.
Justine is a graduate of Florida International University, where she received a Bachelor of Arts in Business Administration, Business Management, and
International Business with Magna Cum Laude distinction. She lives in Sarasota, Florida with her family.
Outside of the office, Justine donates her time volunteering for different organizations. She also enjoys being active, gardening, spending time outdoors, entertaining at home and spending time with family and friends.
NMLS#: 641860
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
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Creating customized financial strategies for the challenges that today’s families face.
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Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
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Financial Planning for Life After Selling a Business
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Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
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- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact Mary N. McEachern today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
5Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
6When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
5Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
6When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
