Michael O.
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Michael O. Email & Phone Number

Financial Advisor at EQ Wealth Management
Location: Seattle, Washington, United States 5 work roles
2 work emails found @fidelity.com LinkedIn matched
✓ Verified Jun 2026 3 data sources Profile completeness 86%

Contact Signals · 2 work emails

Work email m****@fidelity.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
EQ Wealth Management
Role
Financial Advisor
Location
Seattle, Washington, United States

Who is Michael O.? Overview

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Quick answer

Michael O. is listed as Financial Advisor at EQ Wealth Management, based in Seattle, Washington, United States. AeroLeads shows a work email signal at fidelity.com and a matched LinkedIn profile for Michael O..

Michael O. previously worked as Vice President, Financial Consultant at Fidelity Investments and Financial Consultant at Fidelity Investments.

Company email context

Email format at EQ Wealth Management

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{first_initial}{last}@fidelity.com
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AeroLeads found 2 current-domain work email signals for Michael O.. Compare company email patterns before reaching out.

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Profile bio

About Michael O.

● What we doEQ is an independent Registered Investment Advisor that provides investment management and wealth planning services to high-net-worth families and corporate executives. As fiduciaries, we’re held to the highest standards of good faith and will always put your interests ahead of our own.Our firm was founded in 2018 by longtime colleagues Stephen P. Emanuels and J. Michael Quigley. The advice we provide you is personalized, to help you achieve greater financial awareness to meet your unique goals.● When I Am Not at WorkOutside of the office, Michael loves to find peace and adventure in the mountains of the Pacific Northwest. He can often be found overcoming the technical challenges of rock climbing or enjoying the grace of carving fresh tracks in the backcountry. Michael considers himself fortunate to be helping his clients build, manage, and distribute their wealth. While his career may contrast with his affinity for rock climbing, he sees correlations in assessment and problem-solving as he seeks to accomplish goals with a clear path and optimal efficiency.

Listed skills include Leadership, Friendly Personality, Powerpoint, Sales, and 19 others.

Current workplace

Michael O.'s current company

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EQ Wealth Management
Eq Wealth Management
Financial Advisor
AeroLeads page
Company profile
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5 roles

Michael O. work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current
Eq Wealth Management

Seattle, Washington, United States

  • What I doMichael is passionate about helping clients realize their goals and dreams through their financial resources. He is an adventurer at heart and loves developing relationships with his clients. Michael.
  • Practice Focus▹ Boeing Managers & Executives Benefit Analysis▹ Executive Compensation Consulting▹ Open Enrollment Consulting▹ Retirement Planning▹ VLO Consulting▹ Investment Management▹ Income Distribution Strategies▹.
  • Please feel free reach out with any questions you may have or to set up a complementary consultation.💻 Info@EQ-WM.com☎ 425-434-1000 EQ LLC, dba EQ Wealth Management is an SEC registered investment advisor.
Jun 2024 - Present

Vice President, Financial Consultant

Fidelity Investments

· Attains designated business goals (Net-Promoter and Loyalty, Household Acquisition, Development, and Retention) at an individual level as well as a branch level.· Identifies, executes and follows up on opportunities to gather additional client assets while providing client centered discussions.· Initiates customer relationships with current clients and.

Sep 2019 - Jun 2024

Financial Consultant

Fidelity Investments

Seattle, WA

· Identifies, executes and follows up on opportunities to gather additional client assets while engaging in client centered discussions.· Initiates customer relationships through prospecting, lead utilization, local market and community involvement. Helps develop and execute the local market development plans through one on one client meetings and.

Nov 2015 - Sep 2019

Investments Consultant

Fidelity Investments

Seattle, WA

· Attains designated business goals (Net-Promoter and Loyalty, Household Acquisition, Development, and Retention) at an individual level as well as a branch level.· Identifies, executes and follows up on opportunities to gather additional client assets while providing client centered discussions.· Initiates customer relationships with current clients and.

Feb 2015 - Nov 2015

Financial Representative

Fidelity Investments

Seattle, WA

· Acts as a primary counter rep (triage walk-ins).· Responsible for educating clients on the services and products available to them to more effectively monitor, maintain, service and manage their investments.· Coordinates overall schedules and appointments for the Financial Consultants and lobby.· Fulfills client transactional informational and service.

Jan 2014 - Feb 2015
FAQ

Frequently asked questions about Michael O.

Quick answers generated from the profile data available on this page.

What company does Michael O. work for?

Michael O. works for EQ Wealth Management.

What is Michael O.'s role at EQ Wealth Management?

Michael O. is listed as Financial Advisor at EQ Wealth Management.

What is Michael O.'s email address?

AeroLeads has found 2 work email signals at @fidelity.com for Michael O. at EQ Wealth Management.

Where is Michael O. based?

Michael O. is based in Seattle, Washington, United States while working with EQ Wealth Management.

What companies has Michael O. worked for?

Michael O. has worked for Eq Wealth Management and Fidelity Investments.

How can I contact Michael O.?

You can use AeroLeads to view verified contact signals for Michael O. at EQ Wealth Management, including work email, phone, and LinkedIn data when available.

What skills is Michael O. known for?

Michael O. is listed with skills including Leadership, Friendly Personality, Powerpoint, Sales, Innovativeness, Networking, Communication, and Finance.

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