Paul Sheeks
Branch Manager Financial Advisor at Morgan Stanley
Based in Cleveland, United States
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Seniority
Manager
Department
General Business & Management
Location
Cleveland
Industry
Financial Services
Company size
100K
Contact information
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p•••••••@morganstanley.com
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Background
About Paul Sheeks
An experienced investment professional in the financial services industry since 1986, Paul works with his clients to bring clarity to the complexities of their financial situations. As a Certified Financial Planner ™ he assists clients in the development of comprehensive, multi-generational financial plans in pursuit of life goals. Additionally, Paul has served in several financial industry management capacities over the years, including his current position as Branch Manager of the Morgan Stanley Wealth Management office in Hudson, OH. A native of Akron, Ohio, Paul resides in Silver Lake, OH with his wife Laura and dog, Oscar. While attaining a B.S. in Finance and a Certificate in Economics from the University of Cincinnati – Go Bearcats! – Paul early on found his career interests to be centered on financial planning and investing. Over the years, Paul has also served his community having coached several youth sporting teams, including the West Akron Baseball League and CYO basketball and soccer. Past charitable endeavors include Chairman of the Holy Family Catholic Church Burse Advisory Committee, and Board Member/Finance Chairman of the National Kidney foundation, Cleveland. Currently, Paul is on the finance committee of the Grace House Akron, and a two-term President of Silver Lake Country Club. When away from the office, Paul loves spending time with his three adorable grandchildren, photography, RVing, golf, and wine.
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