Michael Troxell, is a CERTIFIED FINANCIAL PLANNER™ practitioner. He holds the FINRA Series 7, 24, 63 and 65 registrations as well as the life and health insurance licenses.
Michael helps clients meet their financial goals with his knowledge of investments, risk management and retirement planning. He works with clients in creating and growing wealth, preserving wealth, planning for efficient distributions during their lives, and planning for tax-efficient distributions after death.
Michael has been in the financial services industry since 1999. Before joining Merrill, he worked as a Senior Wealth Manager at USAA.
Michael was raised in Cincinnati, where he met his wife, Michelle. They have two amazing young boys, Carter and Remington. He earned a bachelor's degree in agribusiness and management from Cornell University and has a Six Sigma Green Belt from the University of Michigan.
Michael has two children, two rescue dogs and is passionate about helping his clients and their families organize their personal finances and achieve financial security with appropriate financial solutions.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
