Shea's priority is helping her clients attain an increased comfort level through comprehensive goals-based financial planning. Significant wealth raises complex issues and Shea works diligently to simplify and demystify the investment and planning process by understanding her clients’ goals and values. Her process is built from the ground up, beginning with the ability to actively listen to people and truly understand their needs. Shea finds it imperative to help ensure that the client understands every financial choice made within their portfolio.
Shea has been in the financial industry since 2007, joining Morgan Stanley in 2015. She holds the Global Sports and Entertainment Associate Director and NFLPA Registered Institutional Player Financial Advisor designations. She also has experience working at the United Nations and with NGOs - experiences that deepened her belief in the importance of investing with impact and strengthened her ability to work with clients who wish to leave a legacy and have a positive impact on the world.
Shea relishes the dynamic nature of her role; as the portfolio construction and implementation process requires vast reserves of creativity, a deep capacity for lateral thought and the ability to access the incredible resources within Morgan Stanley. She enjoys the role of Financial Advisor as it can be simultaneously demanding, challenging, hugely gratifying, and never-ever boring.
Clients value Shea because of her ability to build strong personal connections and assist them and their families in harmonizing their portfolios with their values system. Her initial goal with her clients is to establish trust and support them in making informed decisions by delivering a balanced blend of knowledge, empathy, and reason.
Shea is passionate about helping others, which is evident in both her professional and personal life. Shea is a member of the Pax Romana Global Leadership Society, a United Nations accredited non-governmental organization that holds the highest level consultative status with the United Nations Economic and Social Council (ECOSOC). She devotes her time to the firm's Diversity Council, which encourages and empowers women and minorities within the firm through networking and sharing of best practices. Shea also spends a lot of her time helping minorities and local youth from impoverished communities with building financial literacy skills.
Shea is a former athlete and avid music and theater lover. On weekends you can find her spending time with her family, exercising, attending the theater, sporting events, and live concerts.
Services Include
- Wealth Management
- Retirement Planning
- Financial Planning
- Wealth Planning
- Estate Planning Strategies
- Divorce Financial Analysis
- 401(k) Rollovers
- Sustainable Investing
Securities Agent: MA, IL, IN, CO, TX, AZ, VA, NC, NY, NJ, FL, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 1742526