Director of Relationship Management
Michael is a 29-year veteran in the financial services industry and leads our Relationship Management team efforts. Michael, and his team, are committed to assisting our Registered Representatives and Investment Advisor Representatives by providing best-in-industry support.
Michael takes great care and pride in his team’s focus on detail, accuracy and timely execution, all delivered with friendly, professional service.
Michael has held several frontline and leadership roles in financial services to include operations, relationship management, compliance and trading. His broad experience provides valuable insight and first-hand knowledge of our advisors’ operations and their day-to-day needs.
Michael holds Series 3, 6, 7, 9, 10, 24, 34 and 63 licenses. In addition, he holds Florida Life, Health and Annuity licenses.