Investment Portfolio Associate
Michael joined the Personalized Investment Strategies Group of Raymond James as an Investment Portfolio Associate. He began his career in wealth management as a Merrill Lynch Financial Solutions Advisor, providing service for clients’ investment and banking needs. After that he became a Financial Planning Analyst at Morgan Stanley, specializing in creating comprehensive financial plans for high-net-worth clientele.
Michael graduated with a bachelor’s degree from Boston University, and currently holds the CERTIFIED FINANCIAL PLANNER® designation. He also holds the Series 7, 6, 66, 63 securities licenses as well as his life and health insurance license.
Michael currently resides in Rockville Centre. In his spare time, he enjoys exploring the culinary scenes of New York City and Long Island, traveling, and spending time with family.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
