Michael Shalhoup
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
White Sulphur Springs, WV
Credentials
Series 63, Series 66
Industry experience
16 years
About
Michael Shalhoup is a Senior Financial Advisor and the founding member of The Shalhoup Group at Merrill Lynch Wealth Management. He provides strategic financial recommendations tailored to individual client needs, focusing on all aspects of wealth management with a particular expertise in corporate stock award compensation. Michael's approach encompasses personal banking, financial strategy, estate planning, wealth transfer, insurance, educational planning, lending, and retirement lifestyle requirements.
Michael holds a Bachelor of Arts degree in Economics from West Virginia University and has studied Finance and Economics at Bond University in Australia. He holds the Chartered Retirement Planning Counselor™ designation awarded by the College for Financial Planning and the Personal Investment Advisor (PIA) designation. His professional experience and credentials have been recognized through awards such as On Wall Street's "Top 40 Advisors Under 40" in 2018 and 2019 and Forbes' "Best-in-State Wealth Advisors" from 2018 through 2024.
In addition to his advisory role, Michael serves on the West Virginia University Chambers College of Business & Economics Finance Advisory Council. His client focus areas include corporate benefits, executive compensation, divorce transition planning, socially responsible investing, and services tailored for sports and entertainment professionals. Outside of his professional activities, Michael enjoys adventure sports, boating, fishing, golfing, music, painting, photography, spending time with his family, and traveling.
Client services
Based on Merrill
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Wealth management
Equity Recipients (RS/RSU, SOP, ESPP)
General estate planning guidance
Retirement income strategy
Charitable giving & philanthropy
Demographic focus
Young Professionals
Location
White Sulphur Springs, WV
Most active in
Michael S has reported serving >5 clients in these states in the last 12 months.
Connecticut · New York · Texas · West Virginia
Work history
Bank Of America,Na
2010 - Present (16 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
Evan M
Series 65
Maxwelton, WV
McClure Private Wealth, LLC
Evan Mc Clure is the managing member of McClure Private Wealth, LLC and holds a Series 65 designation. He has one year of industry experience, including prior roles at PwC and Education Consulting Team, LLC. He is also employed by West Virginia University, where he participates in research for their student-managed investment fund. McClure Private Wealth, LLC provides customized financial planning and portfolio management services to individuals, high-net-worth clients, non-profit organizations, and businesses. The firm uses a combination of fundamental, technical, quantitative, qualitative, and cyclical analysis to manage portfolios on a discretionary basis, employing both passive and active strategies across various asset classes.
Roger W
ChFC®, Series 63, Series 65
Lewisburg, WV
Strategic blueprint, LLC
Kathryn E
Series 66
Lewisburg, WV
Edward Jones
Kimberly B
Series 66
Lewisburg, WV
Edward Jones
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