*Source: Barron's "America's Top 1,200 Advisors: State-by-State" list, March 7, 2016. Advisors considered for the "America's Top 1,200 Advisors: State-by-State" ranking have a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the Advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron's does not receive compensation from Advisors, participating firms and their affiliates, or the media in exchange for rankings. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.  Years prior to 2014, this Barron's list consisted of 1,000 advisors.

**Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.

Mike began his career with Merrill in 1993.  He has dedicated himself to understanding the priorities of highly affluent families and Institutional relationships. Mike has been named to the Barron's Top 1000 Financial Advisors in 2010 and Barron's Top 1200 Financial Advisors in 2018 and 2019. Forbes recognized Mike in "Best in State Wealth Advisor" in 2019,2020 and 2021


Mike is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the Firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis. .  He and his team provide access to the investment insights of Merrill 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 goals and needs including; asset allocation, education funding, retirement income planning, tax-minimization strategies and estate-planning services. He then commits himself to crafting financial strategies designed to help clients pursue desired outcomes, while building, managing and preserving their wealth for current and future generations.   


Mike holds both his Certified Private Wealth Advisor® and Certified Investment Management Analyst® awarded by the Investments & Wealth Institute™.  He also holds the Chartered Retirement Planning Counselor designation, awarded by The College for Financial Planning Institutes Corp.  He holds the Series 7, 9, 10, 31, 63 and 65 FINRA registrations.  He is a graduate of the University of South Carolina, he and his family are very active in community services and local charities.



 
 

*Source: Barron's “Top 1,200 Financial Advisors” list, March 11, 2019.  For more information about the selection criteria, http://details-he.re/1u7KVH  . Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. These rankings and ratings are not representative nor indicative of any one client’s experience, future performance, or investment outcome and such rankings should not be construed as an endorsement of the advisor. Years prior to 2014, this Barron's list consisted of 1,000 advisors.

**  Source: The Forbes "Best-in-State Wealth Advisors" list, February 11, 2021. For more information about the selection criteria, go to http://details-he.re/qg4zAM . Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative or indicative of any one client's experience, future performance, or investment outcome, and such rankings should not be construed as an endorsement of the advisor.

***Asset allocation does not ensure a profit or protect against loss in declining markets.

****Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.