Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Michael Orlowitz is a Vice President, Senior Financial Advisor in Merrill Lynch’s Global Wealth Management practice. Michael’s approach to wealth management is to work with a limited number of clients whose needs are complex and require a high degree of personal involvement. Mr. Orlowitz believes attention to risk helps define resilient returns that can improve the likelihood of achieving one’s long-term goals. His education and experience in behavioral finance has helped educate and empower affluent family households and businesses in a global world of uncertainty.
Prior to joining Merrill Lynch in 2011, Mr. Orlowitz was a Vice President in the Wealth Management division of Morgan Stanley. He began his career in finance as an Audit Manager at Arthur Andersen & Company and a Senior Consulting Manager at PricewaterhouseCoopers. He also served as a Senior Advisor to The Pitcairn Financial Services Group— a family run business center of the Pitcairn Family and other outside high net worth investors.
Mr. Orlowitz graduated with his MBA from Drexel University. He holds the designation of CPA® (non-practicing). Mr. Orlowitz has also functioned as a Registered Principal and passed the rigorous FINRA Series 3 and Series 4 exams. He has spent the last 30 years in the financial services business.
His interests include running (where he placed in the top 10% of qualifiers, 1989 Boston Marathon), reading, writing and meditation.
Mr. Orlowitz’s Registered Senior Client Associate is Renée Ballow. Renée has worked in various capacities within Wealth Management and Insurance for over 11 years. She joined Merrill Lynch in 2015. Ms. Ballow has a B.A. from Temple University and handles the day-to-day operations for Michael's Office.
• Mr. Orlowitz does not provide tax advice in his 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.
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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.
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