Michael MacFarlane

CPA
First Vice President, Investments

Michael’s mission is to provide every client with targeted, comprehensive financial advice and portfolio management delivered with the highest level of personal service and professional integrity. Focusing on each investor's specific needs, he develops strategies that can help clients achieve their financial goals. Although not practicing, Michael also currently holds a valid CPA license in the state of Texas and is current with his continuing education.

Michael began his carrier as a financial advisor with A.G. Edwards in 2001. Through a series acquisitions A.G. Edwards ultimately became Wells Fargo Advisors. During his tenure at A.G. Edwards, he was promoted to the position of Branch Manager where he worked with his team members to provide exceptional customer service to their clientele. Prior to becoming a financial advisor, Michael owned and operated multiple successful new automobile franchises with his wife Sheryl in and around Victoria, Texas. Michael and his team won multiple customer satisfaction awards as owner and operator of the dealerships. Then, as well as today, he believes what makes a business different from the competition is the quality of service they provide.

Michael graduated from the University of Houston in1980 with a Bachelor of Science in Business Administration concentrating on Accounting. He and his wife Sheryl have 3 children - Jennifer, Kenne and Brad. They also have 5 grandchildren and 2 dogs. He and his wife enjoy traveling across the United States.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.