Michael
is a Financial Advisor at Merrill Lynch’s Manasquan, NJ
office. Prior to Merrill Lynch, Michael worked as a Financial
Advisor for A.G. Edwards & Sons in Wall Township, NJ. Michael’s
business practice concentrates on the financial and investment
needs of high-net worth individuals, businesses and retired
clients. He stresses a long-approach to investing and emphasizes
financial strategies to help clients determine their financial
needs and risk tolerance.
To the extent a client wishes to pursue estate planning strategies,
Michael works closely with his clients’ attorneys and
CPAs in helping to create a strategy that stresses the maximization
of wealth and the minimization of taxes. Portfolio performance
and client satisfaction are Michael’s primary business
objectives. Michael is further committed to providing a high
level of customer service to all clients.
As far as personal accomplishments, Michael served in the U.S.
Army Reserves. Michael has also achieved the professional designations
of AAMS (Accredited Asset Management Specialist) and also has
an MBA degree from the University of Phoenix.
Special
Offer
I
will identify goals and objectives with regard to risk tolerance
and investments. During the initial Free Consultation, no
specific products will be discussed until I assess your individual
needs.
Advice and Planning