Michael Fontenot,
Vice President, Wealth Management Advisor
I am a Wealth Management Advisor and Vice President. I am also a CERTIFIED FINANCIAL PLANNER™ certificant;, a designation awarded by the Certified Financial Planner Board of Standards, Inc. I hold a Bachelors Degree in Business. I have been in the financial services industry since 1993 and have developed the experience and skills necessary to help many clients pursue their financial goals.|I can help you navigate the road to financial freedom. I have the experience and the tools that we will use to help us identify your financial goals and create a customized strategy to help you pursue those goals.
Your investment plan will be a diversified strategy that is specifically designed for your individual needs. We will take into consideration your risk tolerance and time frame in designing your strategy so as to help you manage risk and reduce vulnerability to market fluctuations.
I am committed to reviewing this strategy with you on a regular basis so we can stay focused on your financial goals.
These are some of the services I can assist you with;
*Financial Strategies
*Retirement Planning
*College Planning
*Investment Planning
*Life Insurance
*Long Term Care Insurance
Thank you for giving me the opportunity to help you. I want you to know that I will work hard to build a lifetime relationship with you based on trust and integrity.
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.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
