Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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
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University of Missouri Columbia
Southern Illinois University System
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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 you stay on track to 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.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 strategy to pursue your goals.
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Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.