Mike has been in the domestic and international wealth management business for over 25 years. He holds the designation of Certified Investment Management Analyst® (CIMA®) and has in depth experience in global asset management. For the past 20 years he has focused on the design, implementation and management of personalized wealth strategies that align with the risk tolerance, time horizon, liquidity and overall investment goals of high net worth clients.
Mike earned an MBA from the University of South Carolina with a major in International Finance and a BBA from Stetson University with a major in International business. He has lived in Miami for 25 years, is an avid tri-athlete and enjoys boating. I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management consultants.
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.
