Michael Fels
,

Vice President, Wealth Management Advisor

445 North Boulevard
Baton Rouge, LA 70802
225.388.9219
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Michael Fels is a Wealth Management Advisor and CERTIFIED FINANCIAL PLANNER practitioner with Merrill Lynch Wealth Management in the Baton Rouge office. Michael helps his clients develop strategies to manage, preserve & transfer their wealth. A long-time resident of Baton Rouge, husband, and father of two, Michael enjoys serving a variety of clients in the South Louisiana area, including business owners, professionals, corporate executives, affluent families and others seeking advice to most effectively achieve their financial goals.

He began his career in the financial services industry in 1986 and joined Merrill in 2002. Michael runs a planning-based wealth management practice, and focuses on helping clients achieve their financial and life goals. Michael helps clients address all areas of their financial life, including their investments, liabilities, estate planning issues, business assets and business financing needs. Michael is a Graduate with Honors from University of Florida's Warrington College of Business.

About Me
Welcome

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.

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 Fels is registered to do business in AZ, CA, CO, FL, ID, LA, MS, NV, NY, OH, TX, WA.