Mike brings over 27 years of experience as a trusted financial advisor, specializing in personalized strategies for wealth preservation and management before and during retirement. He holds the Wealth Management Specialist designation and maintains Series 7 and Series 66 registrations, along with licenses for life and long-term care insurance.
Mike began his financial career at Merrill Lynch in 1998 and joined Raymond James in 2004, where he has spent the past two decades cultivating strong client relationships. Prior to entering the financial services industry, he served as Director of Marketing at USA Scientific Plastics Inc.
He earned a Bachelor’s degree in Marketing from Northeastern University, gaining early corporate experience with companies such as IBM, Pitney Bowes, Bristol Myers, and ADP.
Originally from Sudbury, Massachusetts, Mike has lived in Ocala since 1991 with his wife Barbara. They have two sons, Matthew and Stephen. Outside of work, Mike enjoys traveling, golfing, fishing, and playing tennis.
He is actively involved in the community through Trinity Catholic High School and has previously volunteered with Hospice of Marion County’s Legacy Committee and served on the board of Big Brothers Big Sisters of Marion County.