Michael Gaffney
Mike manages the personal wealth and finances for a select group of families, retirees, corporate executives and business owners around the country. He works diligently for his clients to serve as their personal advocate and resource to help efficiently organize their financial lives. Mike is very process oriented and first works to identify and prioritize the client's various goals—including estate planning services, investments, tax minimization strategies, wealth transfer and retirement income—then develops actionable and customized strategies to fit their personal circumstances and help them achieve their set objectives. He works closely with his clients' attorneys, tax professionals and insurance experts to help ensure the clients overall strategy is cohesive and efficient.
Mike began his career in financial services in 2012 and joined Merrill in 2014. He is committed to serve as trusted advisor to a loyal and growing circle of high-net-worth individuals, business executives, and entrepreneurs around the country.
Mike's approach to wealth management is very process oriented and built on a solid and empathic understanding of his clients lives and aspirations. He embraces client goals as his own and works diligently to help translate their passions and goals into reality. Serving as their personal advocate, he works closely with his clients' attorneys, tax professionals and insurance experts to help ensure the overall strategy is cohesive and efficient. His disciplined approach to investing helps clients anticipate and navigate critical junctures in their personal and professional lives allowing them to make informed decisions with their wealth and legacies.
Mike graduated from Southern Illinois University with a bachelor's degree in finance and business economics. He and his wife, Kacie, live in Wildwood, MO with their two sons, Graham and George. Outside of the office, Mike dedicates his time to family and enjoying the outdoors.
Mike has always been an active member of his community and currently sits on the board for the Nationwide Gift Planning Advisor Council for the American Cancer Society.
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.
