Michael Cromer Email & Phone Number

In many ways, the game of golf has strong parallels to managing your wealth.You need to prepare for what lies ahead. It's a good idea to have a strategic approach to the challenges in front of you. Discipline and perspective can enhance your likelihood of success. I'm a Senior Vice President and Wealth Management Advisor with Merrill. I'm proud to advise a high-achieving clientele, helping them do more with their wealth. Together, we take steady action toward a more organized and cohesive approach to the challenges they encounter in their financial lives.Clients look to me for the experience that comes from more than two decades as a Financial Advisor. I believe my actions and attitude demonstrate that no one cares more about their wealth than I do.THE DIFFERENCE I OFFER:• I help you align multiple facets of your wealth-investing, planning, savings, wealth transfer, and access to banking and lending through Bank of America. When these components work together, it becomes easier to harness possible efficiencies.• I sit on the same side of the table that you do. Our interests are aligned. For me, looking out for clients is something that comes naturally. When clients attain an important milestone-a new job, selling a business, retiring, purchasing a first or second home, sending a child to college, or any other major achievement-I'm gratified to have helped them realize what is possible for their wealth.• Client referrals are my primary source of new relationships. I look to repay that trust by delivering a deeply personalized, high-quality experience for each person or family.MY BACKGROUND:• Financial Advisor with Merrill since 2003.• B.S. in Business Administration, UNC Greensboro - member of the golf team.• Chartered Retirement Planning Counselor™ designation.REACH ME DIRECTLY:678.474.1874mike.cromer@ml.com*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

Listed skills include Asset Management, Estate Planning Services, Wealth And Investment Management, Investment Portfolio Management, and 2 others.

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  Wealth Management Advisor, Senior Vice President

  Merrill Lynch Wealth Management

  Jan 2003 - Present

  *Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms in 2023 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Global Research is research produced by BofA Securities, Inc ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Learn more about the methodology at Institutional Investor. Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.

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  University Of North Carolina System

  Bachelor'S Degree