Wealth Management Advisor
Mike has over 30 years in the Financial Services Industry,working in Chicago, New York and London.
He has extensive knowledge of the bond, futures, options, currency and equities markets, both domestically and internationally.Mike was the proud recipient of the Evans Scholarship, graduating from Indiana University with a degree in Finance and a minor in Quantatative Business Analysis.
He is committed to providing the highest level of service, committment,and professionalism to clients. He is dedicated to developing custom strategies using the most effective framework available.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
*Options involve risk and are not suitable for all investors. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Prior to buying or selling an option, clients must receive the options disclosure document Characteristics and Risks of Standardized Options. This document is available by contacting your Merrill Financial Advisor.
To learn more about how Merrill is helping to meet the financial needs of families of children with disabilities, visit thesection of TotalMerrill.com
As your Merrill advisor, I offer advice and guidance based on your goals and priorities -- for yourself and your family. Our approach to financial planning places you -- not the market -- at the center of our focus. I can help you understand the pros and cons of every potential decision, and help you maintain discipline so you can pursue your most important goals. As your needs or market conditions change, I will continue to collaborate with you and help you organize your financial life so that we can agree upon adjustments to your plan, as needed.
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.
