Michael Berard Email & Phone Number

Michael Berard was named America’s Best-in-State Wealth Advisors by Forbes 2018, 2019, and 2020, 2022, and 2023*.Michael trained on Wall Street with Prudential Securities and has been a Financial Advisor since 1992. Michael co-created The Founders Group at Stifel. He works with a select group of high-net-worth individuals and institutions to develop and implement customized investment plans tailored to their objectives and risk tolerances. Michael focuses on comprehensive wealth management services with an emphasis on seeking portfolio growth and preservation of capital. He has had extensive experience with restricted stock, stock options, and concentrated stock-hedging strategies.He has FINRA licenses Series 7, 63, and 65. He is also licensed in selected states to sell Life and Health Insurance.Please contact Michael by e-mail at michael.berard@stifel.com or by phone at (984) 364-2002./*********/Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.

Listed skills include Portfolio Management, Operations Management, Coaching, Investments, and 11 others.

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  University Of North Carolina At Chapel Hill

  Economics