Michael Scheid

Background

About Michael Scheid

For more than 30 years, Michael Scheid has been providing highly customized advice and investment solutions to financially successful families, corporate executives, retirees, and business owners in Louisville and across the country. His focus is on guiding sound investment decisions for his clients by crafting thoughtful financial strategies, distilling them into simple and actionable goals, and helping steward their resources toward success. While earning his B.B.A. degree in Finance from the University of Kentucky, Michael began his financial services career as an intern at Dean Witter. Upon graduation, he joined the firm as an Associate, before moving to Hilliard Lyons in 1989, where he served as a Financial Advisor for 11 years. He became a member of the Morgan Stanley family in and established The Scheid Group in 2007 with Jeff Hicks. More recently, Mike brought on his son, Michael Scheid Jr, as a new advisor. Coming from a background in private equity research, he acts as the perfect complement to Mike & Jeff's existing experience and to further provide clients with outstanding service. In 2024, the Scheid Groups has a presence in both Louisville, KY and Winter Park, FL, enabling them to service clients nationwide. Together, the team works to offer a differentiated client experience. The many qualities that set them apart include: • Substantial knowledge of asset allocation, asset selection, risk management, retirement planning, and estate planning strategies • Tax-efficient portfolio construction strategies • Cash management and lending solutions • World-class service from a global leader in wealth management • A focus on more than a client’s investment portfolio, but their entire financial situation Michael delivers objective advice through exceptional “high touch” service. With a passion for comprehensive wealth management, he enjoys helping families solve their financial challenges. How to connect with Michael: Email: Michael.Scheid@morganstanley.com Phone: 502 | 394-4047 Website: