Michael graduated from Hofstra University in 2002 with a Bachelors of Business Administration degree in Banking and Finance. Michael joined Merrill Lynch Wealth Management in 2021 and has been in the Financial Services industry for 20 years with 15 years being with his prior firm J.P. Morgan. Michael has prided himself on listening and truly understanding the priorities of his select high net worth clients, institutions and small businesses in order to provide customized financial advice and guidance for all aspects of their investment, banking and lending needs. Michael focuses on creating customized goals based strategies that is grounded in a deep understanding of his clients. In his spare time, Michael enjoys traveling with his wife and two daughters, helping coach youth sports and being involved in the local community as well as staying active through exercising, golfing and following our unrivaled New York sports teams.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
As your Merrill advisor, I take the time to understand what's important to you so I can provide personalized investment strategies built around your priorities, risk tolerance, time horizon, liquidity needs and goals. Thoughtful advice and guidance is provided to help you achieve your goals, including those related to your preferred lifestyle and desire to secure a legacy that can last beyond your lifetime.
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.