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My goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.
Associations
- University of Washington Alumni
- UJA Association
Services
- 529 Plans
- Alternative Investments
- Asset Management
- Corporate 529 Plans
- Corporate Pension Funds
- Endowments and Foundations
- Estate Planning
- Family Consulting
- Financial Planning
- Fixed Income
- Lending Services
- Municipal Bonds
- Qualified Plans
- Retirement Planning
- Wealth Management
Education and Licensing
- BA - Economics/International Finance
University of Washington
Seattle, WA - Fluent in Russian
- Financial Planning Specialist Designation
Smith Barney - Series 7 - General Securities Representative
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
- Life & Health Insurance Licensed
Honors and Recognition
- AIM Funds
Summit Club
Chairman's Level - Alliance Bernstein Funds
Masters Club Member
Chairman's Club Member - Federated Funds
Presidents Achievement Club - Allstate
VIP Elite - Smith Barney
Recognized for Outstanding Results in Financial Planning - Prudential Annuities Masters Council
Business Experience
- 2000
- Present: Morgan Stanley Smith Barney
First Vice President
Financial Planning Specialist
New York, NY - 1994
- 2000: Morgan Stanley
First Vice President - Wealth Management
New York, NY - 1993
- 1994: Merrill Lynch
Financial Advisor
Seattle, WA
Bulletin Board
If you would like us to evaluate your equity portfolio to determine which stocks are appropriate for you, please call, email or schedule an appointment.
Florina Shutin is licensed in the following state(s):
AK, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, MA, MD, MN, MO, MT, NC, NJ, NM, NV, NY, OR, PA, TN, TX, VA, VT, 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.
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