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Michael Robertson
Financial Advisor
Michael Robertson is a Financial Advisor with Wells Fargo Advisors, where he has worked since 2007. He brings extensive experience across financial services, lending, and leadership roles, and takes a relationship‑based approach focused on education, clarity, and long‑term planning. Michael works with individuals and families to help them understand their financial options and make informed decisions aligned with their goals.
Prior to his current role, Michael served as a Branch Manager with Countrywide Home Loans from 2003 to 2007. Earlier in his career, he spent more than a decade in the sports management industry, holding positions as a General Manager and Regional Manager from 1991 to 2003. This diverse professional background has helped shaped his disciplined, organized, and client‑focused approach. Michael has been married to his wife, Nora, for 20 years.
Michael is actively involved in community and nonprofit leadership. He currently serves as Board Chair for Catholic Charities and is a member of the Pension Committee and Investment Committee for the Diocese of Saint Augustine. He earned a Bachelor of Science degree in Business and Sports Management from Franklin Pierce University and holds FINRA Series 7, Series 66, Series 6, and Series 63 securities registrations, along with Life and Health Insurance licenses.
Investment expertise and advice in an effort to help clients succeed financially





