Michael has been with Merrill Lynch Wealth Management, in Charleston, SC, since January 2014. He has been advising clients for over 15 years with companies like KPMG and BB&T Wealth Management. He is committed himself to thoroughly understanding the priorities of high-net-worth individuals and families, providing them with personalized attention and disciplined, customized wealth planning and strategies.
Michael uses his access to the investment resources of Merrill and banking strength of Bank of America to help address the various aspects of clients’ financial lives. He works with clients to help identify their primary goals — tax minimization strategies, retirement strategies, portfolio design and then commits to crafting strategies designed to help clients achieve desired outcomes, while building, managing and preserving their wealth for current and future generations.
In addition to attention to investing, Michael can offer clients access to a Wealth Management Lending Officer* from Bank of America, N.A. who can provide strategic and personalized lending guidance focused on your needs.
Michael is a CERTIFIED FINANCIAL PLANNER™ CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He is a graduate of James Madison University and has a B.S. degree in Finance. He is also a graduate of Virginia Tech and has a Masters focused on Family Financial Management.
Michael lives in Mount Pleasant with his wife Jennifer and their three children, Walker, Addison and Aubrey. He volunteers his time with youth sports and is an avid golfer.
*Wealth Management Lending Officers do not offer investment advice, nor make recommendations on investment products.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
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.
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.
Helping you create a personalized plan
At Merrill, we go beyond the traditional role of an advisor.
- Your goals, concerns and attitude about investing are the foundation of your plan.
- We actively listen and provide personalized advice — ensuring we understand what matters most to you and your family.
- We're committed to creating a personalized plan that evolves with you to help you live well today while preparing for the future.
Giving you access to our teams and solutions
Your advisor is one part of an experienced team dedicated to helping you achieve your goals. Acting as your single point of contact, your advisor provides personalized strategies and connects you with:
- Bank of America specialists, such as mortgage or trust professionals
- Timely insights from BofA Global Research1 to help you stay informed and navigate ever-changing markets
- A full suite of Merrill investing and Bank of America banking solutions
1BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").
