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Michael Shields, AAMS®, AIF® | Managing Director and Partner

BSWM Michael Headshot

Mike is a Managing Director and Partner of Hightower Blanke Schein Wealth Management. A
highly-skilled financial advisor with more than 40 years of business experience, Mike is an
effective communicator with long-term financial planning capabilities.

Mike focuses on the design of custom financial plans for high-net-worth individual investors
and their families. He works with clients to determine solutions to help them achieve their goals
and objectives during retirement. He is also actively involved in conversations with clients’ CPAs
and attorneys to develop effective strategies for the transfer of wealth to future generations.

Previously, Mike served as a Financial Advisor at Morgan Stanley and A.G. Edwards, where he
focused on investments and financial planning. His diverse background includes 20 years of
experience in corporate and commercial real estate, with an emphasis on valuation and
lending. His problem-solving abilities are derived from a deep background in asset valuation,
bank debt restructuring, public finance projects, investment analysis and commercial real
estate asset management. Mike attended the University of Alabama where he majored in
Business Administration. He holds an Accredited Asset Management Specialist (AAMS®)
designation from The College for Financial Planning. He is also an Accredited Investment
Fiduciary® (AIF®) and holds Series 7, 66, Life and Health insurance licenses and is a CA insurance
license holder, 0E58769.

Does your wealth management experience need an upgrade? Whether you want to grow, preserve, or pass on your wealth, you can trust us to create personalized, long-term strategies that help you realize your goals.

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