Michael specializes in supporting the needs of successful individuals and families, often acting as a sounding board as they make important personal or financial decisions, such as when to sell a business or when to retire. He works closely with them to provide strategic counsel in an array of services including retirement planning, legacy planning and cash flow management. For the past 17 years, Michael has lectured throughout the country and been featured in various media outlets on topics ranging from creating strategies for capital appreciation to income growth and how to use Wall Street research.
Before joining Raymond James, Michael was a senior vice president, investments and a wealth management advisor with Merrill Lynch. He earned a bachelor’s degree in economics as well as an executive MBA from the Eli Broad School of Business at Michigan State University.
In his spare time, Michael enjoys doing anything that can expand his worldview and allow him to experience something new, whether that includes dining at a new restaurant or attending a fine arts event.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.