Financial Advisor / Portfolio Specialist partnering with Ed Wood, CFP®, ChFC®, CLU®, CFBS, along with a team of professionals, we provide guidance to our clients to help them reach their financial goals.My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

Work with our sub-advisors and trading platforms for our collective funds, assisting with any requests they may have. Involved with new fund set-up from beginning discussions through launch, assisting with preparation of necessary agreements (Participation, Joinder & Adoption), obtaining CUSIPs and walking the retirement plans through their initial investment. Provide fund-accounting reporting and develop relationships with outside reporting sources.

As a Financial Advisor, I am passionate about helping individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerances so the client may enjoy a better retirement. My mission is to provide every client with targeted, comprehensive financial advice and portfolio management - delivered with the highest level of personal service and professional integrity.I am a member of the Private Client Group of Wells Fargo Advisors and focus on holistic retirement planning for prospects and client who enjoy a high net worth. Such planning is not a single event - it is a process. As your life circumstances change, so must the investment strategies I use to stay on course toward meeting your objectives. That is why I work with you, one on one, to design investment strategies targeted to your specific needs and goals. Although I do not provide tax advice, I will help you stay current with tax law changes and estate plan issues to help preserve and protect your wealth - now and for generations to come.My process is aimed to produce Clarity from the financial clutter, Confidence of the path to retirement and beyond, and Structure to assure I am actively reviewing the plan and accounts.The best way to reach me is through my direct phone 302.428.5975 or email Michael.Saunders@wellsfargoadvisors.com. I cannot respond to messages through LinkedIn."Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm."This information is intended for use by residents of DE, FL, MI, MN, MO, NJ, NY, PA, VA

Daily asset and client management of liquidity needs, investments, and lending needs of hedge fund principals that provided a great insight into the world of alternative investments. Primary Point of Contact for Ultra High Net Worth Individuals - NYC and Connecticut- All service related needs of the Private Bank client.Responsible for establishing, maintaining, and building strong client relationships.Face to Face client/client prospect interaction Worked in a team oriented environment with bankers, various product partners, investors, and operations teams to deliver a seamless and integrated approach to client banking across all Private Banking products.Research, follow-up, and resolve client inquiries and problems through effective interaction with clients, the integrated team, branch/operations and other staff in a timely and professional manner. Coordinate and follow through on client requests for products and services (i.e., open/close accounts, check orders, credit draw/pay downs, credit card requests, stock/bond/money market and other security purchase/sales, cash investment, etc.)Active Cross-Selling Initiatives across all financial products and services