“Working to provide clients with confidence in their future.”
As Wealth Advisors, we can help make the most efficient use of each client’s entire balance sheet. This includes giving prudent investment advice, reviewing financial goals, integrating efficient use of borrowing, when appropriate, reviewing family insurance needs, as well as helping clients best position assets to pursue their financial goals.1
Background and experience
With over 40 years of experience as a Financial Advisor, Michael works with clients as their financial advocate. He formulates investment and liability management strategies using the deep resources throughout Wells Fargo Advisors and coordinates those strategies with their other professional advisors including their attorney and CPA.
When Michael works with clients, he puts himself in their shoes to help understand their goals, concerns and aspirations. He takes great pleasure in helping them navigate the financial aspects of life transitions such as retirement, the sale of a business, inheritance, divorce and death of a spouse.
Michael began his career as a Financial Advisor with E.F. Hutton in 1984. He continued to build his experience as a Financial Advisor and Vice President of Wealth Management at Lehman Brothers, Prudential Securities, Morgan Stanley, Smith Barney/Citigroup Global Markets and Merrill Lynch before joining Wells Fargo Advisors in 2018.
Platinum Council* 2020, 2021, 2022, 2023, 2024, 2025, 2026
Through his focus and dedication, Michael has earned the distinction of being named to the Platinum Council with Wells Fargo Advisors for 2020, 2021, 2022, 2023, 2024 2025 and 2026.
Away from the office
Originally from Westchester, NY, Michael and his wife, Eva, moved to Florida in 1994 and now live in Boca Raton. The couple has three grown children and are active members of the local synagogue. Michael enjoys listening to music, playing the guitar, playing tennis, and giving back to important charities.
CA Insurance License Number: 0D57440. Resident State FL
1 Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.
*2020 - 2023 - The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.
* 2024 - 2026 The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.
