Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Michael Schmidt is a Financial Advisor with Merrill located in Bozeman, Montana. Michael is responsible for helping high-net-worth individuals, families, businesses and institutions manage their wealth more effectively.
Previously, Michael served as a Vice President and Wealth Advisor with Wells Fargo Private Bank, where he managed relationships for high-net-worth individuals and families. Prior to moving to Montana, he held tenures with Nomura Securities, Banc of America Securities and Lehman Brothers in New York, where he served as a market maker for large institutional clients. He began his financial services career with Fidelity Investments in 1993.
Michael earned his M.B.A. with a concentration in Finance and Management from the Leonard N. Stern School of Business at New York University. He earned his B.A. with Honors in Finance and Accounting from Westminster College in Salt Lake City, Utah.
Outside of Merrill, Michael is an avid supporter of Montana State athletics and enjoys golf and fly fishing. He currently serves on the Board of Trustees for the Museum of the Rockies.
Michael and his wife Marianne reside in Bozeman with their children. He and his family enjoy a variety of outdoor activities together.
New York University
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, 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 Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Associate Investment Advisory Specialist
Bank of America, N.A.
Structured Credit Executive
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.
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