Michael Schmidt is the Resident Director and a Financial Advisor with Merrill located in Bozeman, Montana. Michael helps high-net-worth individuals, families, businesses and institutions manage their wealth more effectively.
Previously, Michael served as a Vice President and Wealth Advisor with Wells Fargo Private Bank, where he managed relationships for high-net-worth individuals and families. Prior to moving to Montana, he held tenures with Nomura Securities, Banc of America Securities and Lehman Brothers in New York, where he served as a market maker for large institutional clients. He began his financial services career with Fidelity Investments in 1993.
Michael earned his M.B.A. with a concentration in Finance and Management from the Leonard N. Stern School of Business at New York University. He earned his B.A. with Honors in Finance and Accounting from Westminster College in Salt Lake City, Utah.
Outside of Merrill, Michael is an avid supporter of Montana State athletics and enjoys golf and fly fishing. He currently serves on the Board of Trustees for the Bozeman Symphony. Michael and his wife Marianne live in Bozeman with their children. He and his family enjoy a variety of outdoor activities together.
We are a Merrill wealth management team located in Bozeman, Montana. Founded by Michael Schmidt, our group works closely with business owners, professionals, retirees, and multiple generations of families, designing customized frameworks to help them grow, preserve, and transfer their wealth more effectively.
We bring significant experience, education, and passion to our work. At the same time, we ground our efforts in timeless values, like diligence, clear communication and integrity. By combining technical insight and practical know-how with a relentless emphasis on service and hard work, we believe we foster a different kind of client experience.
We invite you to reach out to us if you have questions or simply would like to regain free time by delegating your financial affairs. You will find our team is eager to discuss your needs relative to our capabilities.
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.
