Mike Felton
,

First Vice President, Wealth Management Advisor

75 Port City Lndg
Mount Pleasant, SC 29464
843.800.6811
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Michael has been with Merrill Lynch Wealth Management, in Charleston, SC, since January 2014. He has been advising clients for over 15 years with companies like KPMG and BB&T Wealth Management. He is committed himself to thoroughly understanding the priorities of high-net-worth individuals and families, providing them with personalized attention and disciplined, customized wealth planning and strategies.

Michael uses his access to the investment resources of Merrill and banking strength of Bank of America to help address the various aspects of clients’ financial lives. He works with clients to help identify their primary goals — tax minimization strategies, retirement strategies, portfolio design and then commits to crafting strategies designed to help clients achieve desired outcomes, while building, managing and preserving their wealth for current and future generations.

In addition to attention to investing, Michael can offer clients access to a Wealth Management Lending Officer* from Bank of America, N.A. who can provide strategic and personalized lending guidance focused on your needs.

Michael is a CERTIFIED FINANCIAL PLANNER CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He is a graduate of James Madison University and has a B.S. degree in Finance. He is also a graduate of Virginia Tech and has a Masters focused on Family Financial Management.

Michael lives in Mount Pleasant with his wife Jennifer and their three children, Walker, Addison and Aubrey. He volunteers his time with youth sports and is an avid golfer.





*Wealth Management Lending Officers do not offer investment advice, nor make recommendations on investment products.

*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
 
Meet Our Professional Staff
Kelsea Rowan
Officer, Registered Wealth Management Client Associate
843.800.6817
Selena M. Kaufman
Wealth Management Client Associate
843.800.6854
Hunter Rickenbaker,

CTFA

Assistant Vice President, Relationship Manager
843.800.6805
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Michael Felton is registered to do business in CO, CT, FL, GA, IL, LA, MA, MD, NC, OH, SC, VA.