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Financial Advisor
Financial Planning Specialist
Financial Planning Specialist
1801 North Military Trail
Suite 300
Boca Raton, FL 33431
Suite 300
Boca Raton, FL 33431
tel: 561-620-5115
toll free: 800-321-1034
fax: 561-620-5050
toll free: 800-321-1034
fax: 561-620-5050
Welcome
Associations
- American Cancer Society
Unit Operating Board Chair
South Palm Beach Unit - Women for Excellence Member
Education and Licensing
- Financial Planning Specialist Designation with Smith Barney
- Smith Barney Advisor Certification
- Unified Managed Account Certification with Smith Barney
- Exchange Traded Funds Certification with Smith Barney
- Series 7: NYSE/NASD General Securities Representative
- Series 66: Combined Investment Advisory Agent & Uniformed State Exam
- Life, Health, Variable Annuity Insurance Licensed
- Long Term Care Insurance Licensed
- University of Texas
Marketing Major
Business Experience
- Morgan Stanley Smith Barney*
Financial Advisor
Financial Planning Specialist
Boca Raton, FL - Janney Montgomery Scott
Senior Client Services Associate
Boca Raton, FL - Lincoln Financial Advisors /
Pinnacle Financial Services Inc.
Director of Marketing
Deerfield Beach, FL - Licensed in the Financial Services Industry since 1999
Services
- Financial Planning
- Retirement Planning
- Estate Planning
- Education Planning
- Asset Management
- 401k Rollovers
- Long Term Care Insurance
- Insurance Services
- Fixed Income
- Exchange Traded Funds
- Women and Company®
- Corporate Retirement Plans
- Municipal Bonds
Bulletin Board
- See Special Reports for the July On the Markets featuring "Where's the Recession"? The question seems almost silly, given that we're not quite out of the current recession. But the coming global recovery could be a long one, says Jeff Applegate and Charles Reinhard, chief investment officer and senior investment strategist, respectively, of Morgan Stanley Smith Barney. That also means the global stock market rally that began in March could become a multiyear bull market.
- Whenever the market is up or down 100 points, the 100 Point Commentary posted in Special Reports, will provide insight. Whenever you have questions about market activity, please contact us.
- Please contact us for a Complimentary Portfolio Review.
Sheila L. Gabel is licensed in the following state(s): CA, CT, FL, IL, MA, MD, NJ, NY, OR, PA, TX, VT, WA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Women & Co. is a membership service that provides financial education and related resources intended for informational purposes only. No feature of the membership shall constitute an offer or solicitation with respect to the purchase or sale of any security. Citigroup entities and Morgan Stanley Smith Barney LLC pay an annual fee to Women & Co. for expenses relating to the delivery of membership services to clients. A member is not required to be a customer of a Citigroup affiliate or Morgan Stanley Smith Barney LLC to enroll. Women and Company, Women & Co., and Citi are registered service marks of Citigroup Inc.
FEATURED REPORTS
Monday Morning Musings (pdf)
Equity Market Weekly (pdf)
Market Review - John Goode (pdf)
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