Michael Ballard Cpa, Cfp®, Cima®
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Michael Ballard Cpa, Cfp®, Cima® Email & Phone Number

Curated Portfolios and Financial Planning at Wells Fargo Advisors
Location: Washington DC-Baltimore Area, United States, United States 5 work roles 3 schools
1 work email found @cressetcapital.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email m****@cressetcapital.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Wells Fargo Advisors
Role
Curated Portfolios and Financial Planning
Location
Washington DC-Baltimore Area, United States, United States
Company size
15127 employees

Who is Michael Ballard Cpa, Cfp®, Cima®? Overview

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Quick answer

Michael Ballard Cpa, Cfp®, Cima® is listed as Curated Portfolios and Financial Planning at Wells Fargo Advisors, a company with 15127 employees, based in Washington DC-Baltimore Area, United States, United States. AeroLeads shows a work email signal at cressetcapital.com and a matched LinkedIn profile for Michael Ballard Cpa, Cfp®, Cima®.

Michael Ballard Cpa, Cfp®, Cima® previously worked as Wealth Management at Wells Fargo Advisors and Director, Wealth Advisor at Cresset. Michael Ballard Cpa, Cfp®, Cima® holds Executive Certificate In Financial Planning from Georgetown University.

Company email context

Email format at Wells Fargo Advisors

This section adds company-level context without repeating Michael Ballard Cpa, Cfp®, Cima®'s masked contact details.

*@cressetcapital.com
68% confidence

AeroLeads found 1 current-domain work email signal for Michael Ballard Cpa, Cfp®, Cima®. Compare company email patterns before reaching out.

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Profile bio

About Michael Ballard Cpa, Cfp®, Cima®

Michael helps clients to think strategically about their wealth, their businesses, and the transitions they will inevitably face throughout their lives. Areas of Expertise:- Wealth Management and Personal Financial Planning- Private Investing- Business Succession Planning and M&A Strategies- Estate and Wealth Transfer Planning- Income Tax, PPLI- Philanthropic Planning- Credit and Liquidity- Investments and Risk Management

Listed skills include Wealth Management, Estate Planning, Finance, Succession Planning, and 19 others.

Current workplace

Michael Ballard Cpa, Cfp®, Cima®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Wells Fargo Advisors
Wells Fargo Advisors
Curated Portfolios and Financial Planning
st. louis, missouri, united states
Website
wellsfargoadvisors.com
Employees
15127
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Company profile
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5 roles · 19 years

Michael Ballard Cpa, Cfp®, Cima® work experience

A career timeline built from the work history available for this profile.

Director, Wealth Advisor

Cresset

Cresset refers to Cresset Manager, LLC and all of its affiliates. Investment advisory and other services are provided by Cresset through its affiliates Cresset Asset Management, LLC and Cresset Partners, LLC, SEC registered Investment Advisors.

Jun 2021 - May 2024

Associate Wealth Management

Sullivan, Bruyette, Speros & Blayney (Sbsb)
2008 - 2010 ~2 yrs
Team & coworkers

Colleagues at Wells Fargo Advisors

Other employees you can reach at wellsfargoadvisors.com. View company contacts for 15127 employees →

AR Anna Reichenberger Anna Reichenberger Colleague at Wells Fargo Advisors Waconia, Minnesota, United States, United States View → DC David Calivas David Calivas Colleague at Wells Fargo Advisors Surprise, Arizona, United States, United States View → SR Samuel Rios Samuel Rios Colleague at Wells Fargo Advisors Charlotte, North Carolina, United States, United States View → RG Rina Gold Rina Gold Colleague at Wells Fargo Advisors New York, New York, United States, United States View → AB Andrew B. Cundiff Andrew B. Cundiff Colleague at Wells Fargo Advisors Greater Birmingham, Alabama Area, United States View → BM Bob Morgan, Cfp ® Bob Morgan, Cfp ® Colleague at Wells Fargo Advisors Walnut Creek, California, United States, United States View → SP Stephen Pettee Stephen Pettee Colleague at Wells Fargo Advisors Scottsdale, Arizona, United States, United States View → JG Justin Galatas Justin Galatas Colleague at Wells Fargo Advisors Greater Houston, United States View → AM Alex Martini Alex Martini Colleague at Wells Fargo Advisors Charlotte, North Carolina, United States, United States View → MM Mark M. Lucas, Ricp® Mark M. Lucas, Ricp® Colleague at Wells Fargo Advisors Erie, Pennsylvania, United States, United States View →
3 education records

Michael Ballard Cpa, Cfp®, Cima® education

FAQ

Frequently asked questions about Michael Ballard Cpa, Cfp®, Cima®

Quick answers generated from the profile data available on this page.

What company does Michael Ballard Cpa, Cfp®, Cima® work for?

Michael Ballard Cpa, Cfp®, Cima® works for Wells Fargo Advisors.

What is Michael Ballard Cpa, Cfp®, Cima®'s role at Wells Fargo Advisors?

Michael Ballard Cpa, Cfp®, Cima® is listed as Curated Portfolios and Financial Planning at Wells Fargo Advisors.

What is Michael Ballard Cpa, Cfp®, Cima®'s email address?

AeroLeads has found 1 work email signal at @cressetcapital.com for Michael Ballard Cpa, Cfp®, Cima® at Wells Fargo Advisors.

Where is Michael Ballard Cpa, Cfp®, Cima® based?

Michael Ballard Cpa, Cfp®, Cima® is based in Washington DC-Baltimore Area, United States, United States while working with Wells Fargo Advisors.

What companies has Michael Ballard Cpa, Cfp®, Cima® worked for?

Michael Ballard Cpa, Cfp®, Cima® has worked for Wells Fargo Advisors, Cresset, Wells Fargo Private Bank, Sullivan, Bruyette, Speros & Blayney (Sbsb), and Hsc Wealth Advisors.

Who are Michael Ballard Cpa, Cfp®, Cima®'s colleagues at Wells Fargo Advisors?

Michael Ballard Cpa, Cfp®, Cima®'s colleagues at Wells Fargo Advisors include Anna Reichenberger, David Calivas, Samuel Rios, Rina Gold, and Andrew B. Cundiff.

How can I contact Michael Ballard Cpa, Cfp®, Cima®?

You can use AeroLeads to view verified contact signals for Michael Ballard Cpa, Cfp®, Cima® at Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.

What schools did Michael Ballard Cpa, Cfp®, Cima® attend?

Michael Ballard Cpa, Cfp®, Cima® holds Executive Certificate In Financial Planning from Georgetown University.

What skills is Michael Ballard Cpa, Cfp®, Cima® known for?

Michael Ballard Cpa, Cfp®, Cima® is listed with skills including Wealth Management, Estate Planning, Finance, Succession Planning, Retirement Planning, Investments, Risk Management, and Income Tax.

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