Michael Wheeler
,
Senior Vice President, Wealth Management Advisor
69 State Street
Albany, NY 12207
518.462.8305
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Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  I can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Profile

Michael Wheeler follows a disciplined process that begins with first taking the time to get to know you, your family, your family's financial situation and what matters most to all of you. Michael holds the esignations>CPFA designation. Michael is passionate about delivering excellent service.

Meet Our Professional Staff
Lauryn M. Heffner
Wealth Management Client Associate
518.462.8392
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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Michael Wheeler is registered to do business in CA, CO, CT, DE, FL, GA, IL, IN, MA, MD, MO, MT, NC, NJ, NY, OR, RI, SC, TN, VA.