Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Michael has spent 25 years providing advice and guidance to families across multiple generations living in many cities including San Diego, Nashville, Charlotte, Detroit and Atlanta. This experience, combined with a commitment to lifelong learning, provides you with a trusted advisor capable and competent to help you and your family achieve your specific financial goals. Of the ~17,500 Merrill Lynch advisors nationwide, Michael (and just 1 other advisor) maintains the distinction of holding all five of the most respected and difficult personal finance and investment management designations (CFA®, CIMA®, CFP®, ChFC® & CPWA® as of Jan 2020). This knowledge is applied specifically to you and what matters most.
Michael holds a Bachelors and Masters degrees in Corporate Finance from the University of South Florida and The College for Financial Planning. Additionally, interested in the field of neuropsychology and guiding clients to make optimal financial decision, Michael also earned the Applied Behavioral Finance Certificate from the Investment & Wealth Institute™ which was taught by notable experts at leading business schools (i.e., Duke, MIT and Yale)
Michael lives in Atlanta, GA with this wife Valerie, daughter Gia and son Roman. The family actively attends Buckhead Church. Michael enjoys traveling and is an active member of the CFP® Board of Standards, Atlanta Estate Planning Council, the Atlanta CFA® Society and the Investments and Wealth Institute™.
College for Financial Planning
University of South Florida
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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.
AI Regional Specialist
Bank of America, N.A.
July 27th, 2020|12:00 PM - 1:00 PM EDT
At Merrill, we are here to help you make thoughtful decisions about your money and what matters most to you. If you have kids or grandkids, this webinar is for you. We invite you to join us for "Teaching kids about money: Developing Positive Behaviors". We will discuss key concepts about money management, activities to enforce these concepts and helpful resources. As a nation, financial literacy and personal finance is rarely taught in school. We will provide ideas and help you teach these concepts at home.
Please contact Michael to reserve your spot by Friday, 7/24/2020
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.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
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.
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.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.