Michael is a dedicated Wealth Advisor who focuses on helping individuals create financial plans and strategies that work for their individual situation. He earned his BBA with a minor in Finance from Old Dominion University. He currently holds his Series, 7, 63, and 6 registrations with LPL Financial, and Series 65 Registration with Level Four Advisory Services. He is also pending completion for the CERTIFIED FINANCIAL PLANNER™ certification. Michael has worked with hundreds of clients of varying age, some comfortably retired and others working toward that goal.
His objective is to understand his clients' financial needs and to help them pursue their short- and long-term objectives. Michael began his career as a financial advisor in 2006, joining the team at Freedom First Wealth Management in 2009. Over the years, he has continued to help clients pursue their financial goals. He currently works with clients in North Carolina and Virginia. Michael is a self-admitted data and information addict, which helps drive his tactical mix of investments in his clients' portfolios. He believes in customizing each plan to the individual's goals, and through his rigorous research and analytics, his clients enjoy a truly customized approach.
Freedom First Wealth Management is a separate entity from LPL Financial.