Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
- Insurance3
As a Merrill Lynch Wealth Management Advisor, I offer advice and guidance for potential investment solutions that consider your life goals, risk tolerance, time horizon and liquidity needs.
Michael Smith joined Merrill Lynch Wealth Management in September of 2016. Prior to that, he was at Morgan Stanley for 14 years as a Financial Advisor and Portfolio Manager. Michael prefers fee-based discretionary portfolio management to help meet the financial goals of his clients. He has clients in many states, but especially Arizona, California, Colorado, Texas and Washington. He focuses on working with doctors, professionals and retirees. Michael holds the CERTIFIED FINANCIAL PLANNER™ certification and the Certified Investment Management Analyst® designation. He graduated from the American Graduate School of International Management - Thunderbird in 1995 with a Master of International Management. He also earned a B.A. with honors in Business Administration & Management and Accounting & Finance from Oxford Brookes University in Oxford, England. He and his wife, Tawnya, moved to Colorado in 2018 from Texas. Michael is from Arizona and his wife is from Washington. They have three girls, Addison, Skylar and Zoe.
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.
English
American Graduate School of International Management - Thunderbird
Oxford Brookes University
University of San Diego
Saguaro High School
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Retirement Specialist
Merrill Lynch
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #515718
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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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.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
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