About Michael Martell
Michael C. Martell is a Financial Advisor with the Credo Group at Morgan Stanley. With a B.S. degree in Finance and an Economics minor from Florida State University, Michael began his career in 2016 as an Intern for Morgan Stanley. His passion for helping individuals achieve their financial goals led him to intern with the firm for three consecutive years. Michael eventually returned in 2018 full-time as a Wealth Advisor Associate where he used modern wealth management technologies to create comprehensive financial analyses for high-net-worth families. Michael transitioned to become a financial advisor with the Credo Group in 2020 – ultimately leading him to earn a 2023, 2024, and 2025 membership in Morgan Stanley’s Pacesetter’s Club – a global recognition program for Financial Advisors who have demonstrated the highest professional standards and first class client service.
With 8 years of experience in the financial services industry, Michael focuses on helping clients achieve their lifelong dreams by creating a financial roadmap tailored to meet their specific goals and needs. Michael also assists in helping clients prepare for many of life’s other financial milestones, such as: business succession, education planning, insurance & long-term care planning, as well as utilizing the strengths of Morgan Stanley to assist UHNW families in areas such as: Family Governance, Philanthropy Management, and Lifestyle Advisory services. In tandem with his partners Mark Serio & Phil Mott, Michael also assists in tactical portfolio construction and alternative investments research.
Michael currently resides in Sarasota, FL. Outside of the office Michael enjoys volunteering his time to organizations such as All Faiths Food Bank and Dogs Inc. During his free time, he enjoys golfing, playing tennis and pickleball, and traveling to go alpine skiing.
In 2024 and 2025, The Credo Group was named to the Forbes Best-In-State Wealth Management Teams list for Northern Florida.
Areas of Focus:
· Alternative Investments
· Annuities
· Annuity Planning
· Asset Liability
· ETFs
· Family Financial Planning
· Family Wealth
· Family Wealth Planning
· Family Wealth Management
· Liability Insurance
· Life Insurance
· Liquidity Risk Management
· Retirement
· Retirement Planning
· Trusts
· 1031 Exchange
· 401k
Disclosure: Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period from 3/31/23-3/31/24.
Disclosure: Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22-3/31/23.
Securities Agent: CO, WI, IA, DE, CA, TX, NJ, NH, MO, MD, PA, NV, MI, AR, WA, VA, IL, DC, SC, ID, GA, OK, NC, ME, NM, FL, SD, MA, LA, CT, MN, AZ, AL, TN, NY, KS; General Securities Representative; Investment Advisor Representative
NMLS#: 1844968
Securities Agent: CO, WI, IA, DE, CA, TX, NJ, NH, MO, MD, PA, NV, MI, AR, WA, VA, IL, DC, SC, ID, GA, OK, NC, ME, NM, FL, SD, MA, LA, CT, MN, AZ, AL, TN, NY, KS; General Securities Representative; Investment Advisor Representative
NMLS#: 1844968