Sarah Webster
Client Service Associate
Phone:
(562) 901-4301(562) 901-4301
Stephen Shanklin, CIMA®
Senior Vice President, Wealth Management,
Wealth Advisor
Direct:
(562) 901-4320(562) 901-4320
Toll-Free:
(800) 755-5721(800) 755-5721
My Mission Statement
To create an environment of comfort and trust through the understanding of our clients, who value the importance of a detailed financial plan.
My Story and Services
Stephen Shanklin is a Financial Advisor with The Shadden Group. He received a Bachelor of Science in Finance and Investments from California State University in Long Beach. Stephen has also earned the Certified Investment Management Analyst SM® (CIMA®) designation from the Wharton School at the University of Pennsylvania. Additionally, he completed the Estate Planning for Professionals program at American College.
Stephen focuses on investment consulting and financial planning for core clients. His approach is based on a foundation of solving problems and driving positive action. Beginning with the training program at Dean Witter in 1984, Stephen has spent his entire career working with clients in financial service, helping them accumulate, preserve, and pass on family wealth. He is a passionate advocate of Behavioral Finance; by using a rigorous process to help clients clarify their goals, and then take a variety of ongoing steps to help them stay on track through all market conditions.
Stephen resides in Long Beach, CA with his wife and two children. He enjoys backpacking, snow skiing, and spending time with his family. He is also the past Chairman of the Advisory Council at his children’s parochial school, where he focused on strategic planning and fundraising. Currently, he volunteers as a speaker on financial planning for a nonprofit organization’s plan-giving department.
Stephen focuses on investment consulting and financial planning for core clients. His approach is based on a foundation of solving problems and driving positive action. Beginning with the training program at Dean Witter in 1984, Stephen has spent his entire career working with clients in financial service, helping them accumulate, preserve, and pass on family wealth. He is a passionate advocate of Behavioral Finance; by using a rigorous process to help clients clarify their goals, and then take a variety of ongoing steps to help them stay on track through all market conditions.
Stephen resides in Long Beach, CA with his wife and two children. He enjoys backpacking, snow skiing, and spending time with his family. He is also the past Chairman of the Advisory Council at his children’s parochial school, where he focused on strategic planning and fundraising. Currently, he volunteers as a speaker on financial planning for a nonprofit organization’s plan-giving department.
Securities Agent: CA, CT, VA, PA, NH, NC, WI, NY, ID, FL, WY, OK, NV, NM, UT, MO, AR, MD, MA, IL, AZ, DE, SC, KS, AL, WA, TX, MT, HI, GA, MN, CO, OR, OH, NJ, NE, MS, ME, DC; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1285435
CA Insurance License #: 0A36674
NMLS#: 1285435
CA Insurance License #: 0A36674
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Portfolio Management Process
Our Advice Adds Incremental Value in Distinct Ways
In addition to leveraging the recommendations of the Global Investment Committee and our deep bench of analysts and economists, we add incremental value through the utilization of distinct investment strategies.
In addition to leveraging the recommendations of the Global Investment Committee and our deep bench of analysts and economists, we add incremental value through the utilization of distinct investment strategies.
Client Centric Approach
Manage Your Financial Life & Beyond
Reaching your goals often involves going beyond investment advice—we provide a wide array of offerings and services centered on you and customized to help meet your needs, and provide access to specialists to help pursue specific goals.
Reaching your goals often involves going beyond investment advice—we provide a wide array of offerings and services centered on you and customized to help meet your needs, and provide access to specialists to help pursue specific goals.
Charitable Giving
Working With You - Transforming Passion into Action
Do you have a passion that you'd like to transform into an actionable plan that benefits others? I, along with our resources* across the firm, can help you:
- Define your charitable interests and identify nonprofits that work in those areas
- Select charitable vehicles that may address your needs
- Implement plans to help ensure that your charitable dollars are well spent
- Seek nonprofit board placements that complement your passion
- Conduct research on specific charities and areas of charitable interest
- Introduce you to like-minded philanthropists
- Find ways to involve children and other family members in your giving
- Offer Foundation Management Services, a sophisticated, turn-key, back-office solution for family and corporate foundations
- Define your charitable interests and identify nonprofits that work in those areas
- Select charitable vehicles that may address your needs
- Implement plans to help ensure that your charitable dollars are well spent
- Seek nonprofit board placements that complement your passion
- Conduct research on specific charities and areas of charitable interest
- Introduce you to like-minded philanthropists
- Find ways to involve children and other family members in your giving
- Offer Foundation Management Services, a sophisticated, turn-key, back-office solution for family and corporate foundations
Please contact me if you have any questions or would like to discuss ways of incorporating charitable giving into your overall wealth strategy and intergenerational planning. In the meantime, to begin to identify factors that might have shaped your attitude about charitable giving, ask yourself the following questions:
- Which childhood lessons about money related to giving have carried over into your life as an adult?
- As you look at how you spend your time now, what activities do you enjoy the most? Which activities do you consider the most worthwhile?
- Describe the nonprofits you support. What is your reason for giving to these organizations?
- What single charitable gift or activity has given you the most joy?
- Do you know how effectively the organizations you support have been using the money? Is this an important factor to you?
- Which childhood lessons about money related to giving have carried over into your life as an adult?
- As you look at how you spend your time now, what activities do you enjoy the most? Which activities do you consider the most worthwhile?
- Describe the nonprofits you support. What is your reason for giving to these organizations?
- What single charitable gift or activity has given you the most joy?
- Do you know how effectively the organizations you support have been using the money? Is this an important factor to you?
*Gaining access to Philanthropic Services can be contingent on meeting certain criteria, including minimum $25MM total net worth, with $10MM in liquid assets.
This certification is the peak international, technical portfolio construction program for investment consultants, analysts, financial advisors and wealth management professionals.
Location
3840 Kilroy Airport Way
Ste 400
Long Beach, CA 90806
US
Direct:
(562) 901-4320(562) 901-4320
Toll-Free:
(800) 755-5721(800) 755-5721
Meet My Team
About Sarah Webster
Sarah Webster is a Client Service Associate and joined The Shadden Group at Morgan Stanley in May of 2020. Her daily responsibilities include client service, operational support, and group administration. Sarah graduated with honors from The University of Alabama with a Bachelor of Science degree in Healthcare Administration with an emphasis in Business Management and a Minor in Psychology.
While in school she interned with a dermatology practice where she managed projects and fine-tuned her customer service skills. Before working with the Shadden Group, Sarah was employed at New York Life Insurance Company, gaining experience with life insurance, long-term care insurance, and annuities. In her spare time, she enjoys horseback riding, taking road trips, and DIY home projects.
In her spare time, she enjoys horseback riding, taking road trips, and DIY home projects.
While in school she interned with a dermatology practice where she managed projects and fine-tuned her customer service skills. Before working with the Shadden Group, Sarah was employed at New York Life Insurance Company, gaining experience with life insurance, long-term care insurance, and annuities. In her spare time, she enjoys horseback riding, taking road trips, and DIY home projects.
In her spare time, she enjoys horseback riding, taking road trips, and DIY home projects.
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact Stephen Shanklin today.
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
2Morgan 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.
3Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
4Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
5Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
6Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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 and other legal matters.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8When 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.
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
2Morgan 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.
3Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
4Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
5Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
6Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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 and other legal matters.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8When 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.
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)
