Stanton Shields, Cfp® Email & Phone Number

Phoenix, Arizona Area

I lead the Wealth Management activities in Arizona and the western states for Alerus Financial. I am the Senior Financial Advisor to many high net worth families and individuals. Duties include: • Create holistic Financial Plans covering public and private investments, insurance, trusts/estates, and tax management• Build investment portfolios with our team of analysts• Monitor the financial plan, track progress, and conduct periodic reviews• Conduct educational seminars for leaders and key participants in large 401(k) plans across the country• Assist business and loan officers with their clients on corporate capital plans

Phoenix, Arizona, United States

The Center for the Future of Arizona (CFA) is a Think Tank that strives to improve the great state of Arizona. CFA specializes in sophisticated gathering and compiling of big data. Those data sets are integrated into progress meters and presented to those that can improve the state.Arizona's long-term success depends on the contributions of all our young people. As Young Talent Advisor, I help the organization understand how to make "Arizona a place for the next generation of doers, thinkers, and innovaters to advance their lives and communities"https://www.arizonafuture.org/

Phoenix, Arizona Area

At the Merrill Edge Advisory Center, I provide clients with advice about the capital markets. I help clients manage their discretionary investment accounts and assist in every step of the journey to further deepen relationships. I provide holistic financial guidance for each client to achieve their goals.Pinnacle Club of 2017 - Top 5% of sales producers company-wide.

Gilbert, Az

I trained directly under the Managing Director of Window Rock, an alternative investment fund specializing in distressed debt, and credit strategies. I performed analysis of mortgage REITs and indices. I also trained with the Director of Investor Relations for different duties, including investor letters, pitch book presentations, and database work.

Mesa, Arizona

Trade/manage many different investments using both technical and fundamental analysis. Consistently outperform the S&P with full proficiency of stock, ETF, and some derivatives usage.

Gilbert, Az

Worked with the CEO and CFO to do all duties of a financial manager. This includes producing financial reports, price-point calculations, payroll handling, expense monitoring, etc.