Verified recordFinancial Services

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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Email

1 credit

p•••••••@morganstanley.com

Phone

5 credits

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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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