Michael Fendley
Senior Vice President, Wealth Management Advisor
701 B Street
Floor 24
San Diego CA 92101
(619) 699.3811
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I believe that successful wealth management requires knowledge, planning, experience, patience and most importantly discipline. It is my philosophy that through planning and creating a comprehensive wealth management strategy designed to accomplish your goals, you can significantly increase the probability of accomplishing your goals, and make the ride much more pleasant along the way. By utilizing The Principles of Asset Allocation, Modern Portfolio Theory, and Behavioral Finance, our team creates a customized financial and debt strategy, assisting with both sides or your balance sheet, and manages your investment portfolio while collaborating with you on your cash flow plan. My team provides planning, portfolio management, debt management, estate planning, and cash flow strategies. Through our commitment to priority client service and our collaboration with you, we believe that together we can build a plan and execute a successful strategy to accomplish your goals. We vow to be accessible, caring, responsive, proactive and reassuring, making a commitment to communicate and ensure we connect at regular intervals to discuss and track your financial matters.
Profile

After nearly ten years as a Portfolio Manager and Wealth Management Advisor with Morgan Stanley in Chicago and La Jolla, I joined the San Diego office of Merrill in 2008. I received a Bachelor of Arts Degree from Purdue University in 1994. In 2003 I received a Certificate in Financial Planning from DePaul University, and in 2004 I received the CERTIFIED FINANCIAL PLANNER™ practitioner certification, awarded by the Certified Financial Planner Board of Standards, Inc. I qualified for the Portfolio Manager designation in the Morgan Stanley Custom Portfolio program in 2007. Here at Merrill I am a specifically qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing my own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, as a Portfolio Manager I may manage my strategies on a discretionary basis.

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Recognition
Forbes "Best-in-State Wealth Management Teams", 2023-2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
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About Me

I am a Wealth Management Advisor and Portfolio Manager in Merrill's Global Wealth Management Group. I help families achieve their financial goals through comprehensive wealth management, planning, investment management, loan management, and financial service. I ensure families clearly articulate and document their philosophy around the earning, spending, saving, investing and sharing of money, as well as build their financial and estate strategies to closely align to their core values. My holistic approach addresses both the opportunities and the challenges surrounding wealth management and we tailor our strategies accordingly.

About Merrill

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.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Michael Fendley is registered to do business in AZ, CA, CO, CT, DE, FL, GA, HI, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY.