About Shadi Mullin
Shadi is a Senior Vice President and Financial Advisor with The Windward Legacy Group at Morgan Stanley in the Beverly Hills office. Her talents in mathematics and finance serve as the foundation for managing client wealth. She leverages her access to many of the financial industry’s thought leaders to build investment models, and to help determine risk and return parameters. These insights have a direct influence in client portfolio weightings. Shadi is well known for doing her research, her meticulous preparation, and for her innate attention to detail. Shadi is dedicated to building client relationships, always finding opportunities to add additional client value and strives to solve the challenges that come with client wealth, no matter the complexity.
With more than two decades of wealth management experience, Shadi began her extensive career in 1999. Prior to Morgan Stanley, she worked for JP Morgan and Bear Stearns. A graduate of the University of Wisconsin, Shadi earned a B.S. degree in Economics with an emphasis in Mathematics.
Shadi grew up in Connecticut and Minnesota. She now lives in Beverly Hills with her adopted Terrier, Buddy. Outside of the office, she enjoys traveling, sailing and reading. Shadi is very active in her community and is passionate about volunteering at organizations committed to animal rescue, children’s issues and the arts.
Securities Agent: TN, SC, MD, NJ, ID, AZ, FL, WV, PA, IL, OR, WA, UT, GA, DC, CO, TX, NY, NV, NM, MN, MA, OH, VA, MO, CA, WI; General Securities Representative; Investment Advisor Representative
NMLS#: 1113475