Michael Hart is a Wealth Management Advisor and Portfolio Manager within Merrill Lynch Wealth Management. He is also the Senior Resident Director of the Ocala, FL office and a managing partner of Hart, Greiner & Associates.
Background & Education:
Upon graduation from the University of Florida in June of 2006, Michael went to work for a Fortune 1000 Asset Management Firm as an Investment Advisor in Tampa, FL. His role with the firm included working with individuals and small businesses in building and managing their portfolios by assessing their investment objectives, risk tolerance, time horizon and/or unique circumstances. Once implemented, he would consistently work with clients to make sure the portfolio stayed aligned with their financial goal(s). Michael was also classified as a Subject Matter Expert; a responsibility which involved further educating clients and associates in areas related to overall financial, education and retirement planning. He remained with the same company until January of 2011, when he joined Merrill. A native of the Ocala area, he returned with his wife, Sarah and their four children Daniel, Robert, Elizabeth and Allison.
He's advanced his education by obtaining the CERTIFIED FINANCIAL PLANNER™ certification; a designation awarded by the Certified Financial Planner Board of Standards, Inc. and also completed a Master’s Degree from the College for Financial Planning. His specialization was in Personal Financial Planning. Further, he is a Chartered Retirement Planning Counselor℠ designee.
Practice:
We leverage this background and knowledge to help serve the financial needs of individuals, families, retirees, small businesses and foundations. Financial needs may include areas associated with investments, insurance, tax minimization strategies, retirement planning, employee benefits, liabilities management and estate planning services. Michael's goal is to provide the highest level of advice and guidance to clients by utilizing his education, experience and the extensive resources available through Merrill. By appointment, please feel welcome to come in and sit with Michael or a member of his team and outline your financial goals, determine what your portfolio is intended to do and review your financial situation; all with no cost or obligation.
Michael also enjoys supporting the community, local organizations and his Alma Maters. He is a current or past member of the Florida Sheriff’s Association, Florida Guardian ad Litem Foundation, University of Florida Alumni Association and served on the board for the Boys & Girls Club of Marion County. Currently, he serves as a member the Executive Committee for the College of Central Florida Foundation.
*A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
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.
