Michael Shaw, QPFC, CFP

As a Financial Advisor, I help manage assets for individuals, trusts, retirement plans, charitable organizations and businesses. Through a long-term investment approach, I help clients develop and implement understandable strategies for building wealth and realizing their goals. My mission is to provide objective and timely financial advice and guidance - with the highest level of professional service - in building and preserving wealth for my clients. I worked for 5 years with Morgan Stanley, before joining Wells Fargo Advisors. My experience also includes positions with Regions Bank and OneMain Financial Services. I hold a bachelor’s degree in economics from East Carolina University. With an emphasis on continuing education, I have also earned the CFP® designation from the Certified Financial Planner Board of Standards, Inc. For this designation, I had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements. Active in the local community, I volunteer at A Better World & The American Cancer Society. My wife, Alyssa & I live in Davidson with our children, Hudson, Isla, Maclan & our dog, Lou.. It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. We will work in tandem through the years to keep your investment strategies aligned with your ever-changing goals and needs. The last thing you need in your busy life is a complex web of financial relationships. As a Wells Fargo Advisors client, you’ll enjoy the convenience and clarity of coordinating your financial life with me being you & your family’s single point of contact.