Shoug Mayson
Senior Wealth Manager - Financial Advisor at Spartan Capital Securities, LLC | St. Petersburg, Florida, United States
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Shoug Mayson currently serves as a Senior Wealth Manager and Financial Advisor at Spartan Capital Securities, LLC, where she leverages her extensive expertise in wealth management and portfolio analytics to deliver tailored financial solutions for her clients. With a strong focus on investment strategies and asset management, Shoug has successfully guided individuals and families through the complexities of financial planning, ensuring their portfolios align with both short-term goals and long-term aspirations.
Her role encompasses a diverse range of responsibilities, including equity trading and estate planning, where she employs her analytical skills to assess market trends and optimize investment performance. Shoug's proficiency in customer relations and needs analysis allows her to build strong, trust-based relationships with clients, ensuring that their unique financial situations are understood and addressed. She is adept at utilizing tools such as QuickBooks and Microsoft Office to streamline financial reporting and enhance client communication.
Key projects under her leadership include developing comprehensive retirement planning strategies that incorporate tax planning and insurance solutions, which have proven invaluable for clients looking to secure their financial futures. Shoug's commitment to ongoing research and networking within the financial industry enables her to stay ahead of market developments, providing her clients with informed advice and innovative investment options. With her multifaceted skill set and dedication to excellence, Shoug Mayson continues to make a significant impact in the wealth management sector at Spartan Capital Securities, LLC.
Senior Wealth Manager - Financial Advisor at Spartan Capital Securities, LLC in June 2017 to Present
Vice President - Financial Advisor at Sovereign Bank in May 2013 to September 2016
Financial Advisor at Merrill Lynch in August 2009 to January 2012
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Rutgers University, BA, August 2026
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Investments
Investment Strategies
Portfolio Management
Wealth Management
Alternative Investments
Finance
Insurance
Financial Markets
Recruiting
Marketing
Series 7
Customer Service
Series 63
Mutual Funds
Asset Allocation
Retirement Planning
Securities
Equities
Asset Management
Strategic Financial Planning
Project Planning
Investment Advisory
Fixed Income
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Discover more about Spartan Capital Securities, LLCWhat is Shoug Mayson email address?
Email Shoug Mayson at [email protected] and [email protected]. This email is the most updated Shoug Mayson's email found in 2026.
How to contact Shoug Mayson?
To contact Shoug Mayson send an email to [email protected] or [email protected]. (updated on September 04, 2024)
What company does Shoug Mayson work for?
Shoug Mayson works for Spartan Capital Securities, LLC
What is Shoug Mayson's role at Spartan Capital Securities, LLC?
Shoug Mayson is Senior Wealth Manager - Financial Advisor
What is Shoug Mayson's Phone Number?
Shoug Mayson's phone (305) ***-*126
What industry does Shoug Mayson work in?
Shoug Mayson works in the Financial Services industry.
Shoug Mayson Email Addresses
Shoug Mayson Phone Numbers
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