Practice Business Manager
Michael provides esteemed financial advice on all essential financial matters, honed over a 40- year career in the financial industry. He applies his excellent listening skills to thoroughly understand the financial priorities and concerns of the high-net-worth individuals and families he serves.
As a Certified Financial Planner™ professional, he holds the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning.
He is dedicated to putting his clients and their needs first, and simplifying their financial complexities, so they can go about their lives focusing on what they enjoy doing.
Before joining Raymond James in October 2019, Michael worked for UBS Financial Services for 26 years. Earlier, he held positions at Lehman Brothers and Dean Witter Reynolds. He began his career in 1981 at E.F. Hutton & Company. He is a graduate of Eastern Florida State College.
Originally from Miami, Michael today lives in Malabar, Florida, with his wife, Carolyn, and their children, Lindsay and Gaby. In his free time, Michael enjoys gardening, diving and fishing. He also looks forward to supporting and participating in the annual Grant Seafood Festival.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.