The cornerstone of financial planning is recognizing that everyone’s economic and life situation is unique.
I pride myself on my commitment to professionalism and the cooperative development of unique, personal goals to develop the foundations of your financial plan. My focus is on estate and retirement planning strategies for individuals, families and business owners.
Working together I can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Michael understands the value and necessity of our community’s great institutions and organizations. He is passionate about being involved with business organizations and giving back wherever he can through participation in his community. He currently serves as an active member of the Rotary Club of Tampa-Westshore, Association for Corporate Growth, & Commercial Finance Association. Michael has been longtime resident of the Tampa Bay area. Though hard work was always emphasized in his family, so too was the importance of taking the time to stop now and then to appreciate its benefits – such as the satisfaction of enjoying a nice walk on the beach after a busy week in the office.
Services Include
- Wealth Management
- Asset Management
- Financial Planning
- Estate Planning Strategies
- 401(k) Rollovers
- Cash Management
- Business Planning
- Business Succession Planning
- Life Insurance
- Trust Services*
Securities Agent: AZ, CA, TN, NC, FL, NM, NJ, SC, GA, MA, VA, DE, WI, OH, ME, PA, MD, UT, TX, NY, LA, IL, CO; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1431001