Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Michael has been in the financial services industry since 2002 and joined Merrill Lynch in 2016. Mike gets to know his clients as individuals and investors, and he values the relationships he develops. He will explore individual financial goals that are important to clients, and create custom strategies designed to help them pursue those goals. His clients needs always come first.
Mike provides access to the investment insights of Merrill Lynch and the banking convenience of Bank of America to help address the various aspects of clients’ financial lives. He works with clients to help identify their primary goals and needs — including asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services — and then commits himself to developing financial strategies designed to attain those goals. All of this is done while helping clients build, manage, and preserve their wealth for current and future generations. Michael is a specially qualified Senior Portfolio Advisor who can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch model portfolios and third-party investment strategies.
Mike holds his Series 7 and 66 FINRA registrations, as well as his Life Insurance designation. He is a graduate of the Pennsylvania State University, with a B.S. degree in Geo-Environmental Engineering. He also received his J.D. from the Duquesne University School of Law.
He and his wife, Stefanie, an Estates & Trusts attorney at the downtown firm of Leech, Tishman, Fuscaldo & Lampl, live in Upper St. Clair, PA. Mike is an avid golfer and a fan of the Pittsburgh sports teams. He is also a volunteer with the First Tee of Pittsburgh.
*I do not provide any legal or tax advice in my role at Merrill Lynch.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Duquesne University School of Law
Pennsylvania State University
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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.
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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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
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.
We put you first, every day.
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.