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Shereen Boyer

Advisor at Morgan Stanley

Updated today
Morgan Stanley logo

Firm

Morgan Stanley

Location

Leland, MI

Credentials

CFP®, Series 63, Series 65

Industry experience

33 years

Work history

Morgan Stanley Private Bank, N.A

2023 - Present (3 years)

MORGAN STANLEY SMITH BARNEY llc

2023 - Present (3 years)

Bank Of America, N.A.

2009 - 2023 (14 years)

Merrill Lynch, Pierce, Fenner & Smith Incorporated

1994 - 2023 (29 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

J F

Series 63, Series 65

Glen Arbor, MI

Merrill

J Fioroni is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over four decades of experience in investment and wealth management advisory services. Since joining Merrill in 1982, he has focused on developing client relationships tailored to their individual needs and aspirations. Working as part of Team Fioroni, which collectively holds over 60 years of industry experience, he assists clients ranging from growing families to retirees in defining and pursuing their financial goals through comprehensive wealth management planning. Fioroni holds the Chartered Retirement Planning Counselor (CRPC™) and Personal Investment Advisor (PIA) designations. He earned dual Bachelor of Arts degrees from Michigan State University. Beyond his advisory role, he has been involved in leadership development, having taught Dale Carnegie Leadership Courses for 15 years across Michigan. He is an officer of the Rotary Club of Flint, Michigan, and actively participates in the community through this organization. Fioroni is also an avid baseball player and fan, competing in Men’s Senior Baseball tournaments locally and nationally. He lives in Michigan with his wife, Lynette, and their three children.

Wealth management General retirement planning Social Security optimization ESG / Sustainable investing Young Families Approaching retirement Women Professionals Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Jeffrey K

Series 65

Leland, MI

AZA Capital Management

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Mark A

Series 63, Series 66

Suttons Bay, MI

Saxony Capital Management, LLC

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Christine P

Series 63, Series 66

Maple City, MI

Robert Baird & Co.

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Gary B

Series 63, Series 65

Northport, MI

STIFEL

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Jonathan R

Series 63, Series 66

Maple City, MI

STIFEL

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