Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Micah grew up in Augusta, ME and in earned his Bachelor's degree from Bowdoin College in Brunswick, ME, with degrees in Mathematics and Economics.
Micah joined Merrill Lynch Wealth Management in 2007 after working as an Investment Management Analyst at Smith Barney since 2003, where he worked with the investment portfolios of over a dozen Non-Profit Foundations & Endowments in Maine. He is a member of the Investment Management Consultants Association, and has earned his Certified Investment Management Analyst® (CIMA®) designation, awarded by the Investments & Wealth Institute™ and in conjunction with the Wharton School of Business.
Micah is Insurance licensed and experienced in designing personalized retirement analyses and creating life-long retirement income with annuities. He also is prepared to help clients anticipate and address their long term care needs.
Micah regularly evaluates investment portfolios with mixed investment vehicles such as individual stocks, individual bonds, mutual funds and Exchange Traded Funds (ETFs) with consideration to best interest, diversification, performance, and cost. He is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing their own personalized strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis. Micah provides alternative investment opportunities to clients where appropriate. This includes precious metals, precious coins, hedge funds, currency and commodity-linked investments, and private equity.
Micah, his wife, and two young children live in Portland, Maine.
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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.
Bank of America, N.A.
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.
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complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
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