Agency Owner
Current
Apr 2020 - Present
AeroLeads people directory · profile
Michael Schaedel Email & Phone Number
Agency Owner
at
Gulf Coast Insurance Services
1 work email found
@fidelity.com
1 phone found area 617
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Agency Owner
Location
Greater Tampa Bay Area, United States
Who is Michael Schaedel? Overview
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Quick answer
Michael Schaedel is listed as Agency Owner at Gulf Coast Insurance Services, based in Greater Tampa Bay Area, United States. AeroLeads shows a work email signal at fidelity.com, phone signal with area code 617, and a matched LinkedIn profile for Michael Schaedel.
Michael Schaedel previously worked as Senior Vice President at Gulf Coast Insurance Services and Financial Consultant at Fidelity Investments. Michael Schaedel holds Bachelor Of Applied Science (Basc), Economics from Florida State University.
Company email context
Email format at Gulf Coast Insurance Services
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{first}.{last}@fidelity.com
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Profile bio
About Michael Schaedel
I’m a Wealth Management professional with over 10 years’ experience developing and executing investment strategies that help clients achieve their financial and retirement goals. Documented track record of sales growth through relationship development, needs identification, and introducing personalized investment solutions. At Fidelity Investments, I served as a Financial Consultant and the primary point of contact for over 1,000 high net worth clients with liquid assets over $500k ($650 million AUM). In this role, I developed long-term relationships through customer service, wealth management planning & education, and technology channels to manage investments.Prior to this position, I advanced through a series of progressively responsible roles at Fidelity: Financial Representative, Investment Solutions Representative, Retirement Solutions and Investment Consultant.Across each role, I demonstrated a strong passion for achieving goals, taking on new challenges, collaborating with peers to develop process improvement & share best practices, and a commitment to quality outcomes. Some recent achievements include:✔ President Circle Award 2016 (Top 2% Nationally) out of 3,500 Financial Consultants.✔ Increasing book of business from $300 million AUM in 2014 to over $650 million AUM in 2017. ✔ Recognized as a top producer and consistently in the top 10% of the region.Specialties: Consultative Selling | Relationship Building | Financial Planning | Wealth Management | Retirement Planning | CRM Salesforce | Coaching & Training | Team Leadership | Lead Generation | Investment Management | Mutual Funds | Portfolio Management | Insurance | Investments | Series 63 | Series 66 | Series 7 | 2-15 | 401k | Life Insurance | Long-Term Care | Annuity | Brokerage Bachelor of Applied Science (BASc) focused in Economics from Florida State University.Open to networking and discussing new career opportunities.Ms4fsu32@gmail.com407-929-2559
Listed skills include Mutual Funds, Wealth Management, Retirement Planning, Series 7, and 28 others.
Current workplace
Michael Schaedel's current company
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7 roles · 19 years
Michael Schaedel work experience
A career timeline built from the work history available for this profile.
Senior Vice President
Gulf Coast Insurance Services
Oct 2017 - Apr 2020
Financial Consultant
Primary point of contact for over 1,000 high net worth clients with liquid assets over $500k ($650 million AUM). Developed long-term relationships through wholistic financial planning and investment guidance.Collaborated and led associates to ensure a positive customer experience and meet client’s investment needs.
Sep 2014 - Sep 2017
Investment Consultant
Developed financial plans customized to the needs of clients with less than $350k in liquid assets through a wide range of products and services; educated clients on the values and differences of investment solutions. Prospected/cold called unengaged households to provide insights on financial planning, investment solutions and secure sales appointments.
Sep 2013 - Aug 2014
Retirement Solutions Specialist
Provided education and guidance to clients with inactive 401k plans as well as positioning Fidelity’s’ value proposition. Sold Fidelity’s offering (brokerage, managed accounts, annuity, life insurance, long-term care and financial planning) over external competitors to retain relationships and assets.
2012 - 2013
~1 yr
Investment Solutions Representative
Served as the point of contact for new and existing customers; utilized effective sales calls (inbound/outbound) techniques and profiling to recommended investment solutions.Defined customer needs and cultivated relationships, while guiding investment strategies: mutual funds, fixed income products, and discretionary money management services.
2011 - 2012
~1 yr
Financial Representative
Educated and assisted clients in identifying products and services that met their financial investment goals; facilitated accurate and efficient mutual fund and stock trades.Exceled in identifying sales opportunities and driving an efficient and positive customer service experience.
2008 - 2011
~3 yrs
1 education record
Michael Schaedel education
FAQ
Frequently asked questions about Michael Schaedel
Quick answers generated from the profile data available on this page.
What company does Michael Schaedel work for?
Michael Schaedel works for Gulf Coast Insurance Services.
What is Michael Schaedel's role at Gulf Coast Insurance Services?
Michael Schaedel is listed as Agency Owner at Gulf Coast Insurance Services.
What is Michael Schaedel's email address?
AeroLeads has found 1 work email signal at @fidelity.com for Michael Schaedel at Gulf Coast Insurance Services.
What is Michael Schaedel's phone number?
AeroLeads has found 1 phone signal(s) with area code 617 for Michael Schaedel at Gulf Coast Insurance Services.
Where is Michael Schaedel based?
Michael Schaedel is based in Greater Tampa Bay Area, United States while working with Gulf Coast Insurance Services.
What companies has Michael Schaedel worked for?
Michael Schaedel has worked for Gulf Coast Insurance Services and Fidelity Investments.
How can I contact Michael Schaedel?
You can use AeroLeads to view verified contact signals for Michael Schaedel at Gulf Coast Insurance Services, including work email, phone, and LinkedIn data when available.
What schools did Michael Schaedel attend?
Michael Schaedel holds Bachelor Of Applied Science (Basc), Economics from Florida State University.
What skills is Michael Schaedel known for?
Michael Schaedel is listed with skills including Mutual Funds, Wealth Management, Retirement Planning, Series 7, Portfolio Management, Retirement, Series 63, and 401K.
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