With over 26 years of experience as a financial advisor, including 6 years of branch management experience, Mike brings a wealth of expertise and skill to his role as investment manager of our team. Mike enjoys managing client's assets and guiding them to grow and protect their wealth through personalized retirement and estate planning. Born and raised in Florida, Mike has been a resident of Tampa since 1991. He studied business, mathematics and engineering at the University of South Florida prior to completing the Financial Planner Program. Mike is FINRA-registered, holding Series 7, 63, 65, 31, 8, and 24 securities licenses, in addition to licenses for life, health and variable annuities. In his spare time, Mike enjoys spending time with his friends and family, travelling, volunteering and staying active in his local community.
Registered States:
AL, CA, FL, GA, IA, IL, MI, MO, NC, NJ, NY, OR, PA, RI, SC, TN, TX, VA, WA, WI