Michael J. Martin,

Early into his career in corporate finance, Mike realized he had no passion for it. It was too abstract, too disconnected. Instead, he wanted a career that make a difference in real people’s lives. He wanted a career that would make a difference in people like his grandparents’ lives.

“My grandparents were the most loving and thoughtful people alive,” he said. “They would do anything for anyone, though they lived on a very modest income. I fondly remember my grandmother saying constantly that if she won the lottery, she would do this or that. I wanted to help people in a way so that they would not have to win the lottery to see their dreams come true.”

That has remained his guiding principle, that with clear goals, a plan and attention, everyday people can achieve financial confidence. Commitment? Yes. Sacrifice? Sometimes. But he believes it has enabled many of his clients and their families to achieve more than they thought was possible.

Education and experience

• Bachelor’s degree in finance, Nichols College
• Financial advisor since 1997
• Private Wealth Advisor
• Certified Exit Planning Advisor™

Outside the office

Michael lives in West Millbury with his wife, Nancy, where they raised their two (now adult) children, Shannon and Dan. He coached youth sports, and now enjoys bird hunting, fishing, target shooting, spending time on almost any beach, reading and spending time with his family.

Michael is trailblazer in volunteerism from Worcester, Massachusetts, to Grand Goave, Haiti. He works with organizations in the areas of homelessness, food insecurity, education and faith. He is an active supporter of Be Like Brit, an organization dedicated to raising the next generation of leaders in Haiti and supporting their communities through building homes for community members and providing basic necessities like clean water.

He is an active board member of a homeless shelter form women and children and is on the advisory board for a faith-based high school for young women.

“I enjoy helping people, and it is rewarding to see and feel the gratitude they many times have,” Michael said. “Giving back is important, in time, talent and treasure. This is a big part of the Raymond James Culture, and it is part of my DNA.”