Michael Boulos
Michael joined Merrill Lynch Wealth Management and The Fields Boulos Group in the fall of 2020 as a Financial Advisor. He is a Financial Advisor with a focus on deepening client relationships and detailed wealth planning. Michael uses his knowledge and experience when constructing personalized financial strategies that aim to achieve the financial goals of his clients. He regularly checks in with clients to reevaluate their current situation and advises accordingly.
Michael is from Red Bank, New Jersey. He graduated from Villanova University in 2017 where he was the philanthropy chair of the Sigma Chi Fraternity. He received his Juris Doctorate from New York Law School in 2020, and was admitted to the New York Bar Association in the summer of 2021. In his free time Michael enjoys playing golf, tennis, collecting sports cards, working out, and spending time with his family and friends at the beach.
*Michael does not provide legal advice in his current role with Merrill.
Community involvement is an integral part of how we interact with clients and communities. We are enthusiastically involved with volunteering and fundraising for organizations such as The Tigger House Foundation . Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.
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.
