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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with the above organizations and/or charitable causes.
