PROFESSIONAL PROFILE
At Merrill Lynch, Mike adheres to a disciplined process that delivers a consistent yet customized wealth management experience. Before any financial decisions are made, he will consider your entire financial picture, taking the time to fully understand who you are and what matters most to you as an individual and as a business professional.
Through Merrill Lynch and a network of trusted specialists, Mike can offer the following services:
• Investment strategies & asset allocation analysis
• Customized retirement & education planning
• Managed account programs
• Wealth management process for corporate executives
• Concentrated stock services
• Alternative investments
• Insurance services & coordination
• Estate planning & trust services
• Wealth transfer strategies & succession planning
• Private family foundation services
• Credit & lending for individuals & businesses
• Corporate & employee retirement plans
• Detailed reporting for tracking client progress
As a trusted financial partner, his role is to listen and understand the things that matter most. Along with the many tools available to me, he will then work through a thoughtful process to create, implement, and monitor a customized wealth management program to afford you the greatest possibility of achieving your financial goals.
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Mike is a graduate of Duke University and played on the PGA Tour for several years prior to coming to Merrill Lynch in 2008. He is the founder of Golf Pros Beating Cancer, a 501c3 charitable foundation aimed at raising awareness and funding for Melanoma research. In his free time, Mike enjoys spending time with his wife and two children.