Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
400 Chesterfield Centre
Chesterfield, MO 63017
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Mike Volmert is a CERTIFIED FINANCIAL PLANNER™ professional and joined Merrill Lynch Wealth Management in Chesterfield Missouri in 2014. Mike is a realist and critical thinker with good problem solving skills. He works with clients to plan, organize, execute and follow through against their financial goals – including education funding, retirement planning, and legacy wealth distribution.
Mike is a current board member for Chesterfield YMCA and Canterbury Enterprises as well as a past President Board of Directors, St. Louis Society for the Physically Disabled; and past President Board of Directors for Canterbury Enterprises/UCP of Greater St. Louis.
Mike earned his BSBA from the University of Missouri – Columbia and his MBA from SIUe. He lives in Wildwood with his wife and 3 children and enjoys a variety of athletics including long distance bicycling; running; racquetball; golf; snow skiing; and working out. He has a strong interest in antique cars, rides trail motorcycles, and enjoys recreational boating activities.
Mike is a person of honesty and integrity and works hard to provide exceptional client service.
Call 636-537-4540 and talk with Mike to discuss how he and Merrill Lynch Wealth Management can help you pursue your goals
*Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S
University of Missouri Columbia
Southern Illinois University System
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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.
Bank of America, N.A.
Senior Wealth Management Lending Officer
Bank of America, N.A.
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.
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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.
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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.