Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Michael holds the CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Certified 401(k) Professional (C(k)P®) and Chartered Retirement Planning Counselor (CRPC®) designations, and has worked as a financial advisor since 2003. Michael customizes strategies for corporate retirement plans as well as develops financial solutions for affluent individuals and families with a focus on asset allocation and risk management. These solutions adhere to the time horizon, risk tolerance, liquidity needs and overall investment goals of each client. Michael is a graduate of Villanova University and Loyola Blakefield.
As a designated Retirement Benefits Consultant, Michael has been selected as one of a distinct number of Merrill Lynch advisors to deliver 3(21) Co-Fiduciary services for corporate 401(k) plans.
Michael was named to Financial Times Top 401 Retirement Plan Advisors list for 2015.
Our mission is to build and preserve the assets of clients by offering a professional level of advisory services as well as providing exceptional customer service.
- Investment Management for Qualified & Non-Qualified Retirement Plans
- Wealth Management
- Retirement Strategies
- Asset Allocation Analysis
- Risk Management
- Cash Management
- Estate Planning Services
- Commercial Lending through Bank of America, N.A.
- Alternative Investments ($1.5 million minimum net worth).
?Financial Times "Top 401 Retirement Plan Advisors" (New in 2015)
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Supported by the global resources of Merrill Lynch, 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 Financial Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Lending Officer NMLS # 652333
Vice President, Retirement Plan Specialist
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
I believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, identify strategies that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management strategy for the future.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy 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.