Managing Director
Current
Presidio Wealth Management Group
Mar 2023 - Present
AeroLeads people directory · profile
Michael Mercado Email & Phone Number
Managing Director at Presidio Wealth Management Group
at
Presidio Wealth Management Group
1 work email found
@wellsfargoadvisors.com
2 phones found area 314
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Presidio Wealth Management Group
Role
Managing Director at Presidio Wealth Management Group
Location
San Francisco Bay Area, United States, United States
Who is Michael Mercado? Overview
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Quick answer
Michael Mercado is listed as Managing Director at Presidio Wealth Management Group at Presidio Wealth Management Group, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com, phone signal with area code 314, and a matched LinkedIn profile for Michael Mercado.
Michael Mercado previously worked as Managing Director at Presidio Wealth Management Group and Senior Financial Advisor at Wells Fargo Advisors. Michael Mercado holds Bachelor Of Science (B.S.), Business Administration from Saint Mary'S College Of California.
Company email context
Email format at Presidio Wealth Management Group
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{first}.{last}@wellsfargoadvisors.com
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AeroLeads found 1 current-domain work email signal for Michael Mercado. Compare company email patterns before reaching out.
Profile bio
About Michael Mercado
I can deliver a full range of investment planning strategies tailored to your unique needs. Whether you are investing for retirement, education expenses or some other goal, I will help you make informed decisions about your investment strategy. As a Wells Fargo Advisors clients, I can refer you to Wells Fargo affiliate products and services such as Wealth Planning, Private Banking, Trust and Fiduciary Services, and Insurance as well as various customized and more traditional lending products. This information is intended for use by residents of Arizona, California, Florida, Hawaii, Idaho, Louisiana, Massachusetts, Michigan, Minnesota, Missouri, North Carolina, Nevada, New York, Pennsylvania, Texas and Washington only. CA Insurance Producer License Number 0B81239. Resident state CA.Wells Fargo Advisors is not a legal or tax advisor. You should consult with your attorney, accountant and/or estate planner before taking any action.Please contact me by e-mail michael.c.mercado@wellsfargo.com or by Phone 925-296-3659. I cannot respond to messages through LinkedIn InMail./*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.
Listed skills include Investment Planning, Investments, Investment Strategies, and Retirement Planning.
Current workplace
Michael Mercado's current company
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Presidio Wealth Management Group
4 roles
Michael Mercado work experience
A career timeline built from the work history available for this profile.
Senior Financial Advisor
As a Financial Advisor, I am dedicated to learning about your personal goals. Together we will use them to build an investment plan focused on your specific needs. Once your custom-tailored investment plan is in place, we will continue to evaluate the progress of your plan making sure it is on track to achieve your life goals.
Jul 2011 - Apr 2023
Aug 2003 - Jul 2011
May 1996 - Aug 2003
2 education records
Michael Mercado education
Bachelor Of Science (B.S.), Business Administration
Saint Mary'S College Of California
High School Diploma
FAQ
Frequently asked questions about Michael Mercado
Quick answers generated from the profile data available on this page.
What company does Michael Mercado work for?
Michael Mercado works for Presidio Wealth Management Group.
What is Michael Mercado's role at Presidio Wealth Management Group?
Michael Mercado is listed as Managing Director at Presidio Wealth Management Group at Presidio Wealth Management Group.
What is Michael Mercado's email address?
AeroLeads has found 1 work email signal at @wellsfargoadvisors.com for Michael Mercado at Presidio Wealth Management Group.
What is Michael Mercado's phone number?
AeroLeads has found 2 phone signal(s) with area code 314 for Michael Mercado at Presidio Wealth Management Group.
Where is Michael Mercado based?
Michael Mercado is based in San Francisco Bay Area, United States, United States while working with Presidio Wealth Management Group.
What companies has Michael Mercado worked for?
Michael Mercado has worked for Presidio Wealth Management Group, Wells Fargo Advisors, Bank Of America Merrill Lynch, and Morgan Stanley.
How can I contact Michael Mercado?
You can use AeroLeads to view verified contact signals for Michael Mercado at Presidio Wealth Management Group, including work email, phone, and LinkedIn data when available.
What schools did Michael Mercado attend?
Michael Mercado holds Bachelor Of Science (B.S.), Business Administration from Saint Mary'S College Of California.
What skills is Michael Mercado known for?
Michael Mercado is listed with skills including Investment Planning, Investments, Investment Strategies, and Retirement Planning.
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