PROFESSIONAL PROFILE
Michael Farrell is a Certified Financial Planner™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. and a Chartered Retirement Planning Counselor™. Michael has been a Financial Advisor since 1983 and joined Merrill Lynch in 1991. Based on his CFP™ designation and experience dealing with larger accounts, he was awarded the title of Wealth Management Advisor in 2002. He recently qualified as a Ceritified Special Needs Advisor. As a Financial Advisor, Michael assists clients in defining short and long term financial objectives and structuring a "strategy" to accomplish those objectives. He believes that the client's understanding of risk management in achieving returns is imperative. He specializes in "rollover" and other retirement accounts.
Michael lives in Rancho Bernardo with his wife, Nancy and sons, Jay and Jason. He is active in his Church and in the Rancho Bernardo Kiwanis. Michael enjoys traveling, skiing, camping and reading in his spare time.
Laura Pomeroy is a registered Client Associate. She has worked in this capacity for over ten years. Laura has worked for independent money managers and worked for one of Oppenheimer's top advisors in St. Louis before coming to Merrill Lynch.
Michael typically works with clients who have $500,000 to $10 million in investable assets.