Michael Waldron

  • CFP
  • Senior Financial Advisor
Michael Waldron is a CERTIFIED FINANCIAL PLANNER® since 2016 and has been providing financial investment services for 24 years.  Mike has a clear understanding of the investment process and is committed to putting the needs of his clients first.

Prior to joining FPWA in 2019 Mike was a Senior Financial Advisor at Merrill Lynch, Bank of America.  Mike helps meet the needs of affluent households, combining sophisticated financial advice with experienced professional portfolio management.  He is responsible for team management and oversight of investment service platforms.  Mike provides objective, individualized advice and guidance to clients in need of:  Tax-minimization strategies, Retirement planning and cash flow analysis, Wealth accumulation, Effective wealth distribution and gifting strategies, Asset preservation, and Philanthropic planning services.

Mike holds a FINRA series 7, 63, 65 registration and a life insurance license.  Mike is also very active with Autism Speaks.  He lives in Morristown, with his wife Wendy, and two children.

Contact

Florham Park Wealth Advisors, LLC

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

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Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

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