Even before joining the financial industry, Mike knew he wanted to help others. That’s why he worked as a practicing attorney in New York and Miami for seven years, using his legal knowledge to empower and guide his clients. Mike’s experience in the legal field, particularly in trusts and estates, endowed him with a distinct and holistic perspective to financial planning.
It was Mike’s strong desire to help people and their families that drew him into the financial field. He cherishes the opportunity to build strong, long-lasting relationships with clients while helping support them through all of their different life chapters. Hardworking and reliable, Mike has persevered through many challenges in his life and has an empathetic and considerate approach when it comes to addressing the needs of others.
In addition to holding a bachelor’s degree in finance from Tulane University, Mike also has a J.D. degree from Nova Southeastern University, Shepard Broad College of Law, and an LL.M. in Taxation with a focus in estate planning from New York Law School. Prior to joining Raymond James in 2019, Mike served as a vice president and senior estate settlement administrator at Northern Trust.
Originally from Miami, Florida, Mike currently lives in Coconut Grove with his wife, Carly, and their daughter, Macie. In his free time, he enjoys golfing, running, traveling and – most importantly – spending time with his family. Mike is also the founder and managing director of the Epstein Reach for the Stars Foundation, which provides financial aid to high school seniors in South Florida who are preparing for college.
Raymond James and its advisors do not provide legal advice. You should discuss any legal matters with the appropriate professional.
Raymond James is not affiliated with the above organizations and/or charitable causes.