Michael Porco
As a Financial Advisor, I function as your personal guide. I hope to earn this privilege by providing exceptional service and advice. Whether you’re planning for retirement, college, or a new home, I’m enthusiastic about helping clients achieve all their financial goals. I customize my approach by getting to know each client’s individual desires and personal and financial situations.
My perspective on comprehensive planning is grounded in more than 27 years of experience in wealth management and shaped by 27 years of marriage and raising two daughters. When you collaborate with me, I will guide and educate you as we plan across key areas, including wills and trusts, insurance, retirement, taxes, and investments.
Collaborative, client-first planning. I work closely with you and your broader financial team to build an open, honest relationship. By combining your goals and preferences with sound financial planning, I keep your best interests at the center of every recommendation.
A clear, ongoing process. I begin by listening carefully to understand your goals and priorities, then gather the relevant financial information. From there, I analyze the details and work with you to develop an agreed-upon plan. Once the plan is implemented, I oversee and maintain it through check-ins at least annually—or more often as your needs evolve.
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.
