Michael Davis Email & Phone Number

Michael helps families achieve and maintain a lifetime of financial security by working closely to understand your every need, concern, goal and priority. Michael helps to ensure your life plan is aligned to your best interests, knowing what matters most to you and your family. This includes designing your plan with the flexibility needed to adapt to the inevitable changes and challenges you and your family experience throughout your life.Michael joined Merrill Lynch Wealth Management in 1986 and holds the Chartered Retirement Planning Counselor(SM) designation. He has served many years on Merrill's national faculty, teaching best practices to financial advisors. In 2019 and 2020, Michael was named to Forbes "Best-in-State Wealth Advisors." In 2017, Michael was selected as one of Barron's Top 1,200 Financial Advisors in the United States.Michael received his bachelor's degree in Business Management from the University of New Orleans. He serves on the Advisory Board of the Bayou District Foundation, is a member of the Rotary Club of Metairie and has served on the board for Goodwill Industries Supporting Foundation. Michael lives in Metairie with his beloved wife Susan. They have three daughters and five grandchildren. Michael enjoys traveling, golfing, cooking, entertaining and, most importantly, spending time with family and friends.

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  Wealth Management Advisor, Senior Vice President

  Merrill Lynch Wealth Management

  Sep 1986 - Present

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  University Of New Orleans

  Bachelor'S Degree