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
*Any information presented in connection with BofA Merrill Lynch Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Merrill Lynch 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 Merrill Lynch Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.
University of Missouri Columbia
Southern Illinois University System
Personalized advice, disciplined investing and ongoing review can make this a reality.
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.
Senior Wealth Management Lending Officer NMLS # 558876
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to achieve what's most important to you.
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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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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.