Investment Specialist
Current
Oct 2022 - Present
AeroLeads people directory · profile
Michael Saunders, Mfp® Email & Phone Number
Investment Specialist @ Precision Wealth Partners
at
Precision Wealth Partners
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Investment Specialist @ Precision Wealth Partners
Location
New Castle, Delaware, United States
Who is Michael Saunders, Mfp®? Overview
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Quick answer
Michael Saunders, Mfp® is listed as Investment Specialist @ Precision Wealth Partners at Precision Wealth Partners, based in New Castle, Delaware, United States. AeroLeads shows a matched LinkedIn profile for Michael Saunders, Mfp®.
Michael Saunders, Mfp® previously worked as Investment Specialist at Precision Wealth Partners and Financial Advisor/Portfolio Specialist at Ufinancial Group. Michael Saunders, Mfp® holds Bachelor Of Science (Bs), Finance, General from West Chester University Of Pennsylvania.
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Precision Wealth Partners
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Profile bio
About Michael Saunders, Mfp®
Along with a team of professionals, we provide guidance to our clients to help them reach their financial goals.Preparing for that next step in life isn't always easy. 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.I am licensed to sell insurance in: Delaware and securities in: Pennsylvania. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 5001 Louise Dr, Suite 300, Mechanicsburg, PA 17055; 717.791.3300.
Current workplace
Michael Saunders, Mfp®'s current company
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5 roles
Michael Saunders, Mfp® work experience
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Financial Advisor/Portfolio Specialist
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.
Sep 2016 - Oct 2022
Relationship Manager Ii
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.
Mar 2015 - Sep 2016
Financial Advisor At Wells Fargo Advisors, Llc
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.
Mar 2014 - Mar 2015
Sr Account Officer
J.P. Morgan
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.
Jul 2006 - Feb 2014
2 education records
Michael Saunders, Mfp® education
Bachelor Of Science (Bs), Finance, General
High School
York High School
FAQ
Frequently asked questions about Michael Saunders, Mfp®
Quick answers generated from the profile data available on this page.
What company does Michael Saunders, Mfp® work for?
Michael Saunders, Mfp® works for Precision Wealth Partners.
What is Michael Saunders, Mfp®'s role at Precision Wealth Partners?
Michael Saunders, Mfp® is listed as Investment Specialist @ Precision Wealth Partners at Precision Wealth Partners.
Where is Michael Saunders, Mfp® based?
Michael Saunders, Mfp® is based in New Castle, Delaware, United States while working with Precision Wealth Partners.
What companies has Michael Saunders, Mfp® worked for?
Michael Saunders, Mfp® has worked for Precision Wealth Partners, Ufinancial Group, Wilmington Trust, Wells Fargo Advisors, Llc, and J.P. Morgan.
How can I contact Michael Saunders, Mfp®?
You can use AeroLeads to view verified contact signals for Michael Saunders, Mfp® at Precision Wealth Partners, including work email, phone, and LinkedIn data when available.
What schools did Michael Saunders, Mfp® attend?
Michael Saunders, Mfp® holds Bachelor Of Science (Bs), Finance, General from West Chester University Of Pennsylvania.
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