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.
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.