Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Accessible, knowledgeable and experienced, I am committed to building and maintaining strong client relationships. I am passionate about what I do and I bring that passion to helping every client make what may be the most important financial decisions of their lives.
Our mission is to deliver a level of service to clients worthy of being deemed excellent. We work with Corporations, Business Owners, Individuals and Families. We help clients tailor appropriate and effective retirement and capital strategies. Whether you are building, preserving or transitioning your wealth, we take the time to understand your objectives.
We proactively assist individuals and families through the transition from creating wealth to managing, preserving, and growing wealth. We explain and educate each recommendation to help ensure that clients understand the potential upside and downside, and that it is in line with their risk expectations.
We provide an exceptional breadth and depth of wealth management recommendations including:
Tactical and Strategic Asset Allocation Strategies
Estate and Wealth Transfer Planning Services
Alternative Investments for qualified clients
Corporate Retirement Plans
Our aim is to help Human Resource Directors, CFO’s and Small Business Owners effectively manage their retirement plans. We have found that our service has helped corporate clients effectively manage their time and has helped their employees through retirement and investment education.
We offer the following services to the Corporate Retirement Plans we serve:
Investment Due Diligence
Plan Design Analysis
Michael J. McGovern
Senior Financial Advisor
Mike has been in the financial services industry since 2000 and joined Merrill Lynch Wealth Management in 2007. Prior to joining Merrill, he worked as a Fixed Income Trader where he assisted money managers, hedge funds and credit unions in regards to solutions with their portfolio's. Michael effectively leverages his Institutional Trading background for the benefit of clients.
Mike received his undergraduate degree from Fairfield University's Dolan School of Business, and also played lacrosse for the Stags. Mike stays active by assisting with youth and high school lacrosse programs around Southern California.
Mike enjoys spending time with his wife Mikala and three children Caden, Cole and Sage
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Learn about the MyMerrill Mobile App.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.