Financial Advisor

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Contact Info

Address:1152 15th Street NW, Suite 6000, Washington DC, 20005
Phone: 202-659-6145
Website: CLICK HERE 


Financial Advisor
Merrill Lynch
Senior Vice President

A recent addition to the Merrill Lynch team, Mike joined the firm in July 2013 as a Senior Vice President. Michael is responsible for pursuing his client’s financial goals and fostering client relationships by developing investment strategies designed for wealth preservation and capital appreciation. In addition to developing his client’s wealth planning strategies, Michael and his team also create customized financial plans to help clients reach their desired retirement lifestyle.

Prior to joining Merrill Lynch, Michael worked as a Senior Vice President of Wealth Management at Morgan Stanley Smith Barney in Bethesda, Maryland. During his 11 years at Morgan Stanley, Michael worked with clients from varying professional backgrounds and served as an educator with Morgan Stanley Smith Barney’s National Training Program on management and sales practices. Michael is a graduate of James Madison University where he received a B.B.A. in Finance. He speaks Spanish and enjoys traveling to sharpen his language skills. During his spare time, Michael volunteers with several professional and alumni groups including The National Italian American Foundation, The Italian Cultural Society, The Human Rights Campaign, James Madison Alumni Association, and the Bishop Denis J. O’Connell High School Alumni Association. He also enjoys spending time with his family and is an avid Washington Redskins fan.