As a partner and Managing Director, Michael works closely with clients throughout the planning process to help them achieve their financial goals. He creates and maintains wealth management plans and investment portfolios and has developed deep, long-term client relationships with his clients.
Michael has been a wealth manager for over 20 years. Prior to joining Raymond James in 2018, he was affiliated with Wells Fargo Advisors, Gruntal & Co. and Thomson Financials’ “Securities Industry News.”
Michael has earned the Certified Financial Planner™ certification as awarded by the Certified Financial Planner Board of Standards, Inc. (CFP Board). He is a member of the Financial Planning Association’s New York chapter and the Investment Management Consultants Association. He graduated from the University of New Hampshire with a B.S. in Economics.
Michael has two children and he enjoys traveling, photography, cooking, skiing and tennis.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.