Michael Shapiro - Morgan Stanley Smith Barney Financial Advisor

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Welcome Associations Honors Services Education Experience

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 to preserve and grow wealth, you’ll 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.

Associations

Florida Bar Association
Tallahassee, FL
Boca Raton Estate Planning Council
Florida Lawyers Network
Boca Raton Jewish Federation Corporate Board
Boca Raton, FL
Israel Humanitarian Foundation
Boca Raton, FL
Institute of Management Accountants
Boca Raton, FL
Anti-Defamation League
Professional Advisory Committee
Boca Raton Chamber of Commerce, Business Networking Group
Boca Raton Executive Club

Services

Wealth Management
Estate Planning
Financial Planning
Fixed Income
Retirement Planning
529 Plans
Philanthropic Services

Education and Licensing

Juris Doctor of Law, 1989
The University of Florida
Holland Law Center
Gainesville, FL
Masters in Accounting, 1989
The University of Florida
Fisher School of Accounting
Gainesville, FL
Bachelors in Accounting, 1985
University of Florida
Gainesville, FL
Life, Health and Annuity Licensed
Series 7 - General Securities Representative
Series 63 - Uniform State Exam
Series 65 - Investment Advisory Agent, 1997
Boca Raton, FL

Honors and Recognition

Spring 2009, 2010 & 2011 Recognized by Barron's
One of the top 1000 Wealth Advisors in the United
November 2011, Recognized by the South Florida Business Journal as a Premier Wealth Advisor
2005 - 2007, Morgan Stanley Smith Barney
Chairmans Council
States2009 ,2010 & 2011 Morgan Stanley Smith Barney
President's Council
Fall 2008, Recognized by Worth Magazine
One of the top 250 Wealth Advisors in the United States
December 2007, Recognized by the South Florida Business Journal
One of the top 35 Advisors in South Florida
2008 Morgan Stanley Smith Barney
Director's Council

Business Experience

1997 - Present: Morgan Stanley Smith Barney

Senior Vice President
Chartered Retirement Plans Specialist
Boca Raton, FL
1989 - 1997: Hillier & Wanless P.A.

Practicing Attorney: Business & Real Estate Law
Boca Raton, FL
1985 - 1986: Peat Marwick

Associate Accountant
Miami, FL

Bulletin Board

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Michael Shapiro is licensed in the following state(s): AR, CA, CT, DE, FL, GA, HI, IL, KY, LA, MA, MD, MI, MO, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA

This 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.

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The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .