Managing Director – Investments
Private Investment Management (PIM®) Portfolio Manager
Sports and Entertainment Accredited Wealth Manager™
Private Investment Management (PIM®) Portfolio Manager
Sports and Entertainment Accredited Wealth Manager™
 |
Michael is a CERTIFIED FINANCIAL PLANNER® professional and Private Investment Management (PIM®) portfolio manager. With over two decades of experience navigating major shifts in capital markets, Michael has dedicated his career and focus towards seeking to deliver the personalized investment planning services his clients deserve. He offers a holistic approach to wealth management, working to assist his clients in creating, preserving, and distributing wealth in a tax-efficient manner. |
Michael has been employed with Wells Fargo Advisors and its predecessor firms for the entirety of his career – over 20 years. Driven by the desire to provide an elite level of comprehensive investment planning to his clients, he dedicated himself to completing the approved educational program, rigorous examination, and stringent experience prerequisites required to obtain the CFP® certification in 2007. Most recently Michael was promoted to Managing Director – Investments, as well as achieving the Sports and Entertainment Accredited Wealth Management Advisor (SE-AWMA®) designation. Residing in Palm Beach Gardens with his wife Laura and their son Christopher, Michael and his family enjoy spending time outdoors their rescue dog Luci. Michael also enjoys golfing, fishing, and traveling. In 2008 Michael’s son Christopher was diagnosed with autism – an experience that has given him unique insight into legacy planning, wealth transfer, and estate planning. A sitting member on multiple boards dedicated to supporting Christopher and his peers, much of his personal time is spent taking active involvement in local organizations aimed at assisting those with similar disabilities to live independently. Wells Fargo Advisors does not provide legal or tax advice. |