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Lee B. Schierloh
Portfolio Management
Vice President - Wealth Management
Financial Advisor
Financial Planning Specialist
Fifth Third Center
110 North Main Street, Suite 1100
Dayton, OH 45402
tel: 937-223-4153
toll free: 800-223-0644
fax: 937-223-4010
Email Me
Welcome Education Associations Services Experience
Welcome

We know what's behind the money you've earned. That's why all of our investment experience, capabilities and resources are focused on one objective: to help you invest wisely. Our approach to investing is based on our time-tested way of doing business. We offer our clients intelligent counsel based on our research, intellect and hard work. It's an approach that has helped our clients work toward their financial goals since our firm was established over a century ago.
Education and Licensing
  • BA - Political Science International Affairs, 1983
    University of Dayton
    Dayton, OH
  • Post Graduate Work in International Affairs
    University of Dayton
  • Series 7 - General Securities Representative
  • Series 31 - Managed Futures & Commodities
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Life, Health & Variable Annuity Insurance Licensed
  • Long-Term Care Insurance Licensed
  • Financial Planning Specialist Designation
Associations
  • Red Cross Disaster Services
    Volunteer
    Dayton, OH
  • Coast Guard Auxiliary
    Dayton, OH
Services
  • 529 Plans
  • Alternative Investments
  • Art Advisory
  • Asset Management
  • Estate Planning
  • Family Consulting
  • Financial Planning
  • Fixed Income
  • Futures
  • Lending Services
  • Long Term Care Insurance
  • Municipal Bonds
  • Philanthropic Services
  • Private Banking
  • Qualified Plans
  • Retirement Planning
  • Trust Services and Accounting
  • Wealth Management
Business Experience
  • 2004 - Present: Morgan Stanley Smith Barney*
    Vice President - Wealth Management
    Financial Advisor
    Financial Planning Specialist
    Dayton, OH
  • 1997 - 2004: McDonald Financial Group
    Vice President Investments
    Dayton, OH
  • 1988 - 1997: Paine Webber
    Vice President - Wealth Management
    Dayton, OH
  • 1986 - 1988: E F Hutton
    Investment Executive
    Dayton, OH
Bulletin Board
  • I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations.
  • Who is watching over your retirement? Building an investment portfolio that you hope might cover your needs down the road isn’t a substitute for a retirement plan. Talk to us about advice that goes beyond investments. A new standard for retirement planning.
Lee B. Schierloh is licensed in the following state(s): CA, DC, FL, GA, IL, IN, KY, MD, MI, MN, OH, SC, TN, VA
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.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

Current Outlook (pdf)

On the Markets (pdf)

Portfolio Strategist - A Weekly Guide for Investors (pdf)
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