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Accessible, knowledgeable and experienced, I am committed to building and maintaining strong client relationships. I am passionate about what I do and I bring that passion to helping every client make what may be the most important financial decisions of their lives.
Mikael T Anderson
6000 Fairview Rd
Charlotte NC 28210
(980) 282.1740
(980) 282.1740
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Accessible, knowledgeable and experienced, I am committed to building and maintaining strong client relationships. I am passionate about what I do and I bring that passion to helping every client make what may be the most important financial decisions of their lives.
Welcome
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
Recognition
Mikael Anderson
Senior Vice President, Wealth Management Advisor
Financial Times "Top 401 Retirement Plan Advisors", 2016-2019
(Published annually May – Oct. Rankings based on data as of Dec 31 of prior year.)
Financial Times "Top 401 Retirement Plan Advisers", 2020
(Published on October 22, 2020. Rankings based on data as of Dec 31, 2019.)
Financial Times "Top 401 Retirement Plan Advisors", 2016-2019
(Published annually May – Oct. Rankings based on data as of Dec 31 of prior year.)
Financial Times "Top 401 Retirement Plan Advisers", 2020
(Published on October 22, 2020. Rankings based on data as of Dec 31, 2019.)
About Us
Mission
focus on addressing the investing and wealth management needs of institutions and high net worth individuals and families. work closely with clients to determine their needs and aspirations so that can craft customized strategies to help them pursue their goals.
Meet Our Team
Mikael Anderson,
CIMA®, CKP®, CPFA®, CRPC™, CRPS™
Senior Vice President, Wealth Management Advisor
980.282.1740
980.282.1740
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Adam J. Ward
Retirement Specialist
Bank of America, N.A.
Tabitha Marks
Employee Benefits Specialist
Bank of America, N.A.
Michael Daley
Employee Benefits Specialist
Bank of America, N.A.
Expand to see all specialists
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C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
CRPC™ and Chartered Retirement Planning Counselor™ and CRPS™ and Chartered Retirement Plans Specialist™ are registered service marks of the College for Financial Planning.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.