Mike Cromer is a Senior Vice President and Wealth Management Advisor at Merrill.
Drawing on more than two decades of experience, Mike works closely with clients throughout the United States, providing them with the one-on-one attention, strategy, and guidance to help them pursue their goals more effectively. Clients from varied paths seek his assistance. Many are executives who have had great careers in corporate America. Others are professionals, business owners, and retirees. Whatever a client’s background, Mike takes the time to invest deeply in his relationships, gaining an in-depth understanding of each client’s situation so that he can better support their ambitions and advance their priorities.
Asked why he enjoys his work, Mike points to his close interactions with clients. “I love when clients become friends and friends become clients,” he says. A capable problem solver, Mike helps clients tackle meaningful goals in their financial lives: charting a path to retirement, designing a tax-sensitive portfolio, sending children or grandchildren to college, purchasing a first or second home or even a motorcoach, planning the sale or transfer of a business, or passing wealth strategically to the rising generation. Mike emphasizes that his interests are aligned with those of the clients he serves: “We sit on the same side of the table,” he shares, resulting in a genuine dedication to their well-being. That commitment is demonstrated in the decisions he makes, the responsiveness he offers, and the reliability he provides, becoming a trusted member of a client’s inner circle.
Mike has worked as a Financial Advisor with Merrill since 2003. He began his career in 2001 at UBS, also serving as a Financial Advisor. A graduate of the Bryan School of Business and Economics at UNC Greensboro, Mike was a member of the golf team and continues to enjoy the sport in his free hours—often with clients and friends. Committed to professional excellence, he has earned the Chartered Retirement Planning CounselorTM designation.
Mike and his wife, Paige, enjoy spending time in the mountains of North Carolina in the summers. They are active supporters of the Grandfather Mountain Stewardship Foundation based in Linville, North Carolina.
Outside the office, Mike likes to stay fit, travel to new destinations, and host friends and family for dinner. A barbecue enthusiast, he may be willing to share his secrets with a select few.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
