Mike has been a trusted advisor for over 20 years. He provides tailor made advice for his clients’ individual goals. He specializes in providing strategies designed to preserve and manage wealth for his clients both before and during retirement.
Before joining the financial services industry Mike was Director of Marketing for USA Scientific Plastics Inc. He started his financial advisory career with Merrill Lynch in 1998. Mike joined Raymond James in 2004 and has spent the last 15 years building strong personal relationships with his clients. Mike holds a Wealth Management Specialist designation as well as both a series 7 and series 66 general securities registration. He is also licensed to provide life and long term care insurance.
Mike earned a Bachelor’s degree in Marketing from Northeastern University. His college work experience provided him the opportunity to learn more about the inner workings of corporations including, IBM, Pitney Bowes, Bristol Myers and ADP.
Originally from Sudbury Massachusetts, he has called Ocala home since 1991. He and his wife Barbara have two sons Matthew and Stephen. When he is not in the office, Mike enjoys traveling, golfing, fishing and is an avid tennis player.
Mike serves his community through his involvement with the endowment board at Blessed Trinity Church as well as supporting construction efforts and volunteering at Trinity Catholic High School. In the past he has served as a volunteer for Hospice of Marion County Legacy Committee and a board member for Big Brothers Big Sisters of Marion County.