Steve Shea Location
- Columbus, OH, US
Steve Shea Work
- 2025 -now Retirement Plans @ Free Range Thought Labor
- 2018 -2025 Financial Advisor @ Morgan Stanley
- 2016 -2018 Partner, Retirement Plan Advisor @
- 2010 -2016 Director of Business Development @
- 2006 -2010 Regional Sales Director @
- 1994 -2006 Regional Vice President @
- 1994 -2006 Regional Vice President @
Steve Shea Education
- University of Dayton
- The Ohio State University Fisher College of Business
Steve Shea Skills
- Series 63
- Fiduciary
- Registered Investment Advisor
- Pensions
- Retirement Planning
- Investments
- Relationship Management
- Series 6
- 401K Retirement Savings Plans
- Retirement Plan Consulting
- Asset Allocation
- Investment Advisory
- Wealth Management
- Mutual Funds
- FINRA
- Strategic Financial Planning
- Defined Benefit
- Investment Advisory Services
- Benchmarking
- ERISA
- Strategic Financial
- Retirement
- Retirement Plan
- Employee Benefits
- 401 Retirement Savings Plans
Steve Shea Summary
- Steve Shea, based in Columbus, OH, US, is currently a Retirement Plans at Free Range Thought Labor. Steve Shea brings experience from previous roles at Morgan Stanley, Stratos Wealth Partners and Empower Retirement. Steve Shea holds a University of Dayton. With a robust skill set that includes Series 63, Fiduciary, Registered Investment Advisor, Pensions, Retirement Planning and more. Steve Shea has 3 emails and 5 mobile phone numbers on RocketReach.
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