DWYER

Michael Dwyer

Senior Vice President, Investments

Michael Dwyer has been serving the financial needs of business owners, corporate executives, corporations, and families and individuals for more than 34 years. He strives to develop long-term relationships with his clients with the objective of understanding their goals and providing viable strategies for every element of the wealth management equation.

As your financial advisor, Michael takes a comprehensive approach to addressing your financial needs. After getting to know you and to fully understand your investment objectives and your tolerance for risk, Michael works closely with you to develop a customized financial plan designed to meet your long- term financial objectives.

Raymond James’ extensive resources include professionals in financial planning, estate and tax planning, wealth accumulation, retirement planning, college funding and more. With the support of the experienced professionals at Raymond James, Michael works diligently to help you develop both your personal financial plan and a detailed investment strategy. Michael’s planning-based approach is designed to help you meet current financial needs while working toward future goals; mitigate tax liabilities and successfully address estate issues; get better control of discretionary expenses; and reach your long-term financial goals.

Michael joined Raymond James in 2018 after 34 years with firms like RBC Wealth Management, Baird, Piper Jaffray, and Paine Webber. He is an MBA graduate of the Thunderbird School of Global Management and received his BBA at The College of William & Mary. A native of Virginia, Michael currently resides in Phoenix. Away from the office, Michael enjoys golfing at Paradise Valley Country Club and spending time with his family.

 

Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.