Working with individuals, families, and small business owners to achieve their goals is a passion for Michael as he seeks to develop an ongoing customized investment strategy and financial plan for each client's specific needs. He provides valuable insight and analysis in a number of areas including asset allocation, income generation, cash management, retirement planning, and business succession planning.
A graduate of Rowan University, Michael holds a bachelor's degree in Economics. He has experience both in and outside of the financial services industry having begun his career in the software sector specializing in municipal accounting and finance and proceeded to join UBS in 2015. Michael currently holds his Series 7 and 66 securities licenses along with his life and health insurance licenses. Additionally, in 2018, he completed the rigorous requirements to become a Certified Financial Planner™ certificant.
Michael currently resides in Wenonah, New Jersey. Away from the office, he loves traveling with his wife Alyssa, golfing, and playing beach volleyball. You'll often find Michael and Alyssa out and about, spending quality time with friends and family around the Delaware Valley Tri-state area.
Registered States:
AR, AZ, CA, CO, CT, DE, FL, GA, IL, MA, MD, NC, NH, NJ, NM, NV, NY, PA, SC, TX, VA, VI, VT, WA