My name is Sheila Hale, and I am a Financial Advisor with Morgan Stanley in Fairhope, AL. I joined the firm in 2011. As a Financial Advisor, I utilize a comprehensive approach to help my clients with the 3 P’s of Wealth Management … Plan, Provide and Preserve.
Utilizing Morgan Stanley’s diagnostic tools, I am able to identify and address their financial needs to customize a comprehensive financial plan. Once we develop a plan together, we will communicate regularly to monitor the plan and to make changes as the client’s needs change.
I provide a financial blueprint for Investment Property Owners who are interested in leveraging their assets to expand their business and multi-generational wealth transfer. My experience, as a property manager/owner, helps me to better understand the needs of my clients.
I also assist women over fifty who have incurred a recent change in circumstances such as marriage, divorce, retirement or widowhood. These women have special needs that warrant a special touch.
I grew up nearby in Pensacola, FL, where I graduated with a Bachelor of Arts Degree in Finance from the University of West Florida. I have an extensive background in business. I also have investment experience with trust funds and a personal knowledge of estate planning.
I am involved with my community and serve as director for the boards of WSRE-TV Foundation and BFHOA. I also am a strong supporter of Impact 100 of Baldwin County, St. Jude’s Children’s Hospital, the Children’s Miracle Network, the Autism Society, and Christian Children’s Fund.
I live in Spanish Fort, AL with my husband, three children and two family pets. I enjoy attending my children’s activities, music, cooking, travel, church, and charity events.
- Impact 100 of Baldwin County
- WSRE-TV Foundation Board of Directors
- Blakeley Forest Home Owners' Association Board of Directors
- Spansh Fort Middle School PTA
- Spanish Fort High School PTA
- Eastern Shore Republican Women
- Wealth Management
- Estate Planning
- Municipal Bonds
- Fixed Income
- Business Planning
- Business Succession Planning
- Corporate Cash Management
- Lending Services
- Corporate Retirement Plans
- Retirement Planning
- 401(k) Rollovers
- 529 Plans
- Life Insurance
- Long Term Care Insurance
- Planning for Special Needs Individuals
- Structured Settlement Annuities
- Private Banking
- B.A. in Finance
University of West Florida
- Business Administration
Pensacola Junior College
- Series 7 - General Securites Representative License
- Series 66 - Uniform Combined State Law License
- Life/Accident & Health/Variable Life and Variable Annuity Insurance License/Long-Term Care Certified
- Trust Fund Investment Management
- Multi-Family Property Management
- Automotive Industry
How would you like to organize all of your account data in one location, regardless of where your accounts are held, giving you an integrated view of your financial picture? I have a solution – OneView. Learn about the key benefits of OneView by watching this short video.
Who is watching over your retirement? Building an investment portfolio that you hope might cover your needs down the road isn’t a substitute for a retirement plan. Call or email us and get advice that goes beyond investments. A new standard for retirement planning.
As Financial Advisors whose focus is on wealth management, we are aware of the special issues you face as a business owner, like creating a transition plan or finding the funds to launch a new venture. We can help with more than your personal investments—to talk to us about your business needs, too, call or email us.
Securities Agent: AL, CO, FL, IL, IN, LA, MI, MS; General Securities Representative; Investment Advisor Representative;