Wealth Advisor, Financial Planner, Insurance Agent
Cincinnati Area
- Current
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- Wealth Advisor at Schiff Kreidler Shell, Inc.
- Past
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- Director at Hammond Law Group, LLC
- Principal & Founder at EquityFlight Investments & Insurance
- Mutual Fund Trader at Fidelity Investments
- Education
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- Miami University
- Recommended
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13 people have recommended Michael Shawn - Connections
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133
connections
- Industry
- Financial Services
- Websites
Michael Shawn McCabe’s Summary
Michael Shawn McCabe is a Wealth Advisor with Schiff, Kreidler-Shell Insurance and Risk Services in downtown Cincinnati, Ohio.
Shawn focuses his practice on investment management and financial planning. He does his best work with retirement planning for individuals (IRA, SEP, SIMPLE), advanced estate planning, and 401(k) retirement plans for small businesses. He helps his clients protect their families and businesses with life, long-term care and disability insurance. He also helps them save for college expenses with 529 plans.
Shawn partners with business owners, high-performing executives and their families to increase, preserve and properly transfer wealth across generations. He uses a holistic approach to develop and monitor comprehensive wealth plans that allow his clients to live an independent future.
Shawn is a Miami University graduate and began his financial career as a mutual fund trader with Fidelity Investments in 1999. Shawn is the former President & CEO of EquityFlight Financial Services. He has over 10+ years of business development and operations management experience. Shawn spent the majority of his professional career as a Director for a large global law firm.
Shawn lives in Fairfield Township (near Hamilton; about 30 minutes north of downtown Cincinnati) with his wife, Melissa, his three year old daughter, Kaitlyn, and his 9 month old son, Carter. Melissa is a First Grade Teacher at Fairfield North Elementary.
Shawn loves good business and is an entrepreneur at heart. His interests and hobbies are fairly diverse and he loves “talking shop” with his clients. He has a passion for aviation and is a licensed private pilot. Shawn also sings and plays drums for a local classic rock band.
Securities and Advisory Services offered through Mutual Service Corporation. Mutual Service Corporation and LPL Financial are affiliated companies and are members of FINRA/SIPC. Please send all securities related e-mail to mmccabe@mscmail.biz.
Michael Shawn McCabe’s Specialties:
401(k) consulting, fee-only financial planning, fee-based investment advisory, portfolio management, financial advisory services, IRA, SEP, SIMPLE, advanced estate planning, life, disability, and long term care insurance, 529 college savings plans
Michael Shawn McCabe’s Experience
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Wealth Advisor
Schiff Kreidler Shell, Inc.
(Privately Held; Insurance industry)
February 2008 — Present (1 year 6 months)
Shawn leads the Schiff, Kreidler-Shell Wealth Management practice. He focuses his practice on investment management and financial planning. He does his best work with retirement planning for individuals (IRA, SEP, SIMPLE), advanced estate planning, and 401(k) retirement plans for small businesses. He helps his clients protect their families and businesses with life, long-term care and disability insurance. He also helps them save for college expenses with 529 plans.
Shawn partners with business owners, high-performing executives and their families to increase, preserve and properly transfer wealth across generations. He uses a holistic approach to develop and monitor comprehensive wealth plans that allow his clients to live an independent future.
Shawn focuses his business on 401(k) and retirement services. He leverages the benefits of solid life, long-term care and disability insurance as an integral part of business and personal financial management. -
Director
Hammond Law Group, LLC
(Partnership; 11-50 employees; Legal Services industry)
2005 — 2008 (3 years)
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Principal & Founder
EquityFlight Investments & Insurance
(Financial Services industry)
January 2001 — December 2002 (2 years)
Independent financial advisory and wealth management practice.
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Mutual Fund Trader
Fidelity Investments
(Privately Held; FMR; Financial Services industry)
January 1999 — December 2000 (2 years)
Mutual Fund Trader (Retail) in the Blue Ash, Ohio Service Center. Registered Represenative (Series 7, Series 63).
Michael Shawn McCabe’s Education
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Miami University
Associates in Arts , Sociology , 1997 — 2002
- Activities and Societies:
- Phi Theta Kappa Society
Additional Information
Michael Shawn McCabe’s Websites:
Michael Shawn McCabe’s Interests:
investing, financial analysis, entreprenuership, web technology, web services, marketing, advertising, branding, brand management, sales, music, percussion, history, politics
Michael Shawn McCabe’s Honors:
Asset Retention Leader, 2000 Fidelity Investments
Michael Shawn McCabe’s Contact Settings
Interested In:
- career opportunities
- consulting offers
- new ventures
- job inquiries
- expertise requests
- business deals
- reference requests
- getting back in touch
