Bridge to a more bullish future?
In just 15 minutes, experts offer their insights on the markets at midyear and ways you can prepare for the potential opportunities and risks ahead.
Having a plan is the first step toward financial success.
Michael Schmidt,
,
Senior Vice President, Private Wealth Advisor
Senior Vice President, Private Wealth Advisor
800 Capitol St
Houston, TX 77002
713.632.8351
713.632.8351
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Having a plan is the first step toward financial success.
Profile
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
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.
Insights
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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Michael Schmidt is registered to do business in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, LA, MA, MI, MO, MT, NC, NH, NJ, NY, OH, OK, OR, PR, RI, SC, TN, TX, UT, VA, WA.