As an experienced financial advisor, Michael helps clients mitigate the stressful uncertainty that often accompanies pivotal life changes. His goal is to make a difference in people’s lives, and he applies his expertise in wealth management, financial planning, estate planning strategies, portfolio management and business development to do just that.
In addition, Michael’s responsibilities include client recruitment and development, and tending to new relationships potentially in need of more in-depth financial planning and analysis.
Michael joined the SSG Executive Advisory Group in 2008 at Morgan Stanley and transitioned to Raymond James with the team in 2017. Earlier in his career, he worked at the Smith Barney Consulting Group & Institutional Research, and as an operations specialist at BNP Paribas Brokerage Services.
Michael holds Series 7, 31 and 66 licenses, and is insurance licensed in life, health and variable annuities. He earned a bachelor’s degree in Finance from Lehigh University. He is a past board member of the Boys & Girls Clubs and currently coaches for Medford Youth Sports.
Raymond James is not affiliated with the mentioned organizations.