Patrick Shields, CEPA®
Senior Vice President,
Financial Advisor
Direct:
(256) 690-5580(256) 690-5580
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Securities Agent: OK, AL, NY, NV, MT, KY, FL, SC, OH, ID, CA, UT, MA, VA, TN, PR, NE, ND, AZ, MN, LA, KS, IN, HI, GA, DC, CO, WI, TX, SD, NC, MD, WA, PA, OR, NM, NJ, MI, CT, RI, MS, IL, AR; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 684931
NMLS#: 684931
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Providing Timely Advice For What Really Matters
Charting a course to financial security begin with understanding your values, priorities and aspirations. Working together, we define what is most important to you and your family and then develop the strategies to help get you there. Through each step, we provide objective advice and investment insights to construct a plan that is uniquely yours.
Our process has been carefully refined over the years to create an experience that is rewarding on both a personal and financial level for each of our clients. What is unique about our process is the care in which we do each step.
For instance, when we first meet with a client, our conversation may last a few hours. We ask questions, then we listen. Each piece of information leads to more questions so that we can fully understand what MATTERS to them, what we refer to as FORM: Family, Occupation, Recreation and Money. This is the first circle above.
We then discuss the second circle, which we define as CONTROL. We talk about the things that can be controlled through smart and thoughtful actions (e.g., reducing risk through diversification and asset allocation) and those that cannot (e.g., the market's ups and downs).
Where we come in is at the INTERSECTION of these two circles.
After we meet and determine if we are a good fit to work together, we'll share details about our PHILOSOPHY, the importance of PLANNING and our PROCESS (the three Ps), as well as initiate critical activities that include DISCOVERY, DESIGN and DEPLOYMENT (the three Ds).
Over time, we will review these MATTERS and CONTROLS with you on a regular basis. We focus on helping you make more confident decisions in seven critical areas of your financial life:
- Wealth management
- Risk management
- Tax management
- Estate management
- Cash management
- Philanthropy
- Value-added services
Our Comprehensive Wealth Management Servces
We take an all encompassing approach to all things financial, managing the complexities of your wealth all under one roof. As your life unfolds and your needs evolve, our seven financial pillars have been designed to address every aspect of your financial life.
From buying a home and sending kids to college to enjoying retirement and leaving a lasting legacy, we are here to answer your financial questions and implement the best strategies. Here are just a few of the questions we help our clients answer every day.
From buying a home and sending kids to college to enjoying retirement and leaving a lasting legacy, we are here to answer your financial questions and implement the best strategies. Here are just a few of the questions we help our clients answer every day.
Wealth Management
Life is constantly changing. How do I safeguard my future, knowing certain events can alter my plans?
Financial Planning
I have so many things I want to do with my life. How can one strategy balance them all?
Portfolio Management
Am I taking on too much risk in my portfolio? Are my investments set up for success?
Alternative Investments
When does it make sense to add alternative investments (such as real estate or gold) to my investment strategy?
Cash Management
I can predict some, but not all of my expenses. How do I invest for the future, but have the cash on hand I need for today?
Lending Services
Are there ways to generate cash flow without liquidating my securities and incurring taxes?
Retirement Planning
Have I saved enough for retirement so I can maintain my current lifestyle?
Executive Financial Services
As a leader at my company, I receive many benefits. How do I make sure I am optimizing them effectively? How much of my personal investments should be tied to my company?
Legacy Planning Strategies
Making sure my estate goes to the people and organizations I care about is important to me. How do I leave a lasting legacy?
Philanthropic Services
The organizations I support are extremely important to me – how do I maximize my support to them?
Valuable Tools And Resources
Ongoing financial education is a vital element of our practice. We make it easy to access information about your accounts as well as insights on the latest investment and risk management strategies. Below, we’ve provided links to valuable tools and resources and hope you’ll return often to learn more about the topics that impact your overall wealth.
What's your Relationship With Wealth
Before engaging in family wealth-planning conversations, you may want to examine your own feelings and attitudes about wealth. Here are some questions you can ask yourself.
Total Wealth View
With Total Wealth View, you can view all your investments together – whether they are held at Morgan Stanley or elsewhere. When you add your external 401(k), as well as your checking, savings and brokerage accounts to this portal, all your assets will be in one place, providing a comprehensive view of your wealth.
Thoughts On The Market Podcast
With perspectives on the forces shaping the market, Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Morgan Stanley Mobile App
The Morgan Stanley Mobile App gives you the same capabilities as Morgan Stanley Online – all from the convenience of your own phone. It also offers features to simplify your everyday finances. These include mobile check deposit and Send Money with Zelle, a convenient way to send and receive money.
Digital Vault
The Digital Vault allows you to build a centralized library for all your documents using encryption.
Innovative Ways to Pay for Education
A 529 plan is a great way to invest for future education costs, but there are also other options to raise the funds you need.
Spending and Budgeting Tools
Track spending habits, categorize expenses and create budgets across your Morgan Stanley and external financial accounts. Our Spending and Budgeting Tool makes it easy for you and your Financial Advisor to see your complete financial picture.
Portfolio Risk Platform
This powerful risk management platform provides comprehensive risk estimation and reporting across a broad range of asset classes and security types. It offers a holistic view to better enable risk to be effectively monitored and managed.
Client Service Team
Brian Peacock - Wealth Management Analyst
Phone:
(256) 690-5638(256) 690-5638
Email:Brian.Peacock@morganstanley.com
Brian is a Certified Financial Planner TM (CFP®), Certified Investment Management Analyst (CIMA®) and Wealth Management Analyst at The Shields Group with more than 15 years of industry experience. A results-driven professional, he is committed to building strong relationships with clients, colleagues and various business units within Morgan Stanley. Brian’s primary responsibilities include asset allocation, investment manager due diligence, financial planning and performance reporting.
Growing up in Huntsville, Brian always had an interest in finance. After earning his Bachelor’s degree from Freed Hardeman University in 2005, he began his career at Boeing, working in their Finance division for seven years. In 2012, Brian joined Pat Shields as a Financial Advisor at Merrill Lynch, who he had interned with during his college years. He enjoys working side-by-side with Pat, performing many of the duties he currently manages. Brian and Pat moved their practice to Morgan Stanley in 2020.
Brian’s desire to help others achieve their personal and professional goals is equaled only by his dedication to his community and his family. A former president of Metro Kiwanis, Brian is a Deacon at Chase Park Church of Christ. In his free time, he loves to spend time with his wife, Jessica, and their two daughters. He also enjoys exercise, traveling and dining in different restaurants.
Growing up in Huntsville, Brian always had an interest in finance. After earning his Bachelor’s degree from Freed Hardeman University in 2005, he began his career at Boeing, working in their Finance division for seven years. In 2012, Brian joined Pat Shields as a Financial Advisor at Merrill Lynch, who he had interned with during his college years. He enjoys working side-by-side with Pat, performing many of the duties he currently manages. Brian and Pat moved their practice to Morgan Stanley in 2020.
Brian’s desire to help others achieve their personal and professional goals is equaled only by his dedication to his community and his family. A former president of Metro Kiwanis, Brian is a Deacon at Chase Park Church of Christ. In his free time, he loves to spend time with his wife, Jessica, and their two daughters. He also enjoys exercise, traveling and dining in different restaurants.
Meg Weaver - Senior Registered Associate
Phone:
(256) 690-5682(256) 690-5682
Email:Meg.Weaver@morganstanley.com
As a Senior Registered Associate with more than 3 decades of industry experience, Meg focuses on building strong client relationships and providing superior service. Meg has been a member of Patrick's team since 2003 and a member of the Morgan Stanley family since 2020.
Meg began her career in financial services in 1986, upon earning her B.A. from Converse College in Spartanburg, SC. Prior to joining Morgan Stanley, Meg worked at Merrill Lynch as a Registered Senior Client Associate as well as an Assistant to the Office Manager. While at Merrill, Meg was recognized as the “Client Associate of the Year” four times in her region. Today, Meg maintains her FINRA Series 7, 63 and 65 licenses and enjoys working directly with clients, helping them simplify their lives and achieve their financial goals.
A native of Mississippi, Meg and her husband, Wade, have been calling Huntsville home for over 30 years and are passionate about giving back to their community. She is a past president and former board member of the Junior League of Huntsville, having been an active member for 15 years and is currently a sustaining member. Meg has also served two 6 year terms on the Huntsville Library Foundation Board, having served as Chairman of the Board for three years. Through Morgan Stanley, she has become involved with volunteer work at Manna House, a local Huntsville charitable organization. She and her husband are members of the Episcopal Church of the Nativity.
Outside of the office, Meg and Wade enjoy an active lifestyle.
Spending time with friends and family is high on their priority list. They also love to travel, hike and follow golf, baseball and football.
Meg began her career in financial services in 1986, upon earning her B.A. from Converse College in Spartanburg, SC. Prior to joining Morgan Stanley, Meg worked at Merrill Lynch as a Registered Senior Client Associate as well as an Assistant to the Office Manager. While at Merrill, Meg was recognized as the “Client Associate of the Year” four times in her region. Today, Meg maintains her FINRA Series 7, 63 and 65 licenses and enjoys working directly with clients, helping them simplify their lives and achieve their financial goals.
A native of Mississippi, Meg and her husband, Wade, have been calling Huntsville home for over 30 years and are passionate about giving back to their community. She is a past president and former board member of the Junior League of Huntsville, having been an active member for 15 years and is currently a sustaining member. Meg has also served two 6 year terms on the Huntsville Library Foundation Board, having served as Chairman of the Board for three years. Through Morgan Stanley, she has become involved with volunteer work at Manna House, a local Huntsville charitable organization. She and her husband are members of the Episcopal Church of the Nativity.
Outside of the office, Meg and Wade enjoy an active lifestyle.
Spending time with friends and family is high on their priority list. They also love to travel, hike and follow golf, baseball and football.
Location
305 Church St
Ste 720
Huntsville, AL 35801
US
Direct:
(256) 690-5580(256) 690-5580
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
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Are You Prepared for Tax Day?
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact Patrick Shields today.
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
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)
