Michael Schimmel

Michael Schimmel Email and Phone Number

Financial Planner and Wealth Advisor @ Fellows Financial Group, LLC.
Washington, DC, US
Michael Schimmel's Location
Washington DC-Baltimore Area, United States
Michael Schimmel's Contact Details

Michael Schimmel personal email

About Michael Schimmel

As a financial advisor with 20 years of experience in the financial services industries my singular purpose is to be an advocate for my clients. I provide comprehensive goals-driven wealth management along with business succession, executive benefits, estate planning, asset preservation, and tax strategies. By partnering with Fellows Financial Group, I help individuals and business owners build a strong foundation not only for retirement but to protect and nurture their legacy.

Michael Schimmel's Current Company Details
Fellows Financial Group, LLC.

Fellows Financial Group, Llc.

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Financial Planner and Wealth Advisor
Washington, DC, US
Website:
fellowsfg.com
Employees:
10
Michael Schimmel Work Experience Details
  • Fellows Financial Group, Llc.
    Financial Planner And Wealth Advisor
    Fellows Financial Group, Llc.
    Washington, Dc, Us
  • Fellows Financial Group, Llc.
    Financial Planner & Wealth Advisor
    Fellows Financial Group, Llc. Oct 2019 - Present
    Leesburg
    • Securities are offered through Coastal Equities, Inc. Member FINRA/SIPC. Investment advice is offered through Wealthcare Advisory Partners, LLC, a registered investment advisor. Wealthcare Advisory Partners, LLC and Fellows Financial Group, LLC are separate entities from Coastal Equities.• Coastal and CoastalOne are trade names for the Coastal Companies. The Coastal Companies are Coastal Equities, Inc., Coastal Investment Advisors, Inc., a US SEC Registered Investment Adviser, and Coastal Insurance Services which consist of several affiliated insurance agencies. Securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, and investment advisory services are offered through Coastal Investment Advisors, Inc., a US SEC Registered Investment Adviser, co-located at 1201 N. Orange Street, Suite 729, Wilmington, DE 19801• Third-party posts found on this profile do not reflect the views of Coastal Equities and have not been reviewed by Coastal Equities as to accuracy or completeness. • The financial professionals associated with Coastal Equities may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state
  • Mccallum Sauber
    Owner
    Mccallum Sauber Jan 2019 - Oct 2019
  • Hsbc Retail Banking And Wealth Management
    Vice President, Senior Cluster Manager
    Hsbc Retail Banking And Wealth Management Oct 2015 - Jan 2019
    Mid Atlantic Region
    Focused senior leader on building and maintaining a high performing teams across multiple areas. Championed Sales Leadership Coaching to bring the focus on the client, which allowed optimization in productivity and client engagement. Strategic focus on net new client growth, wealth management, mortgage, and banking solutions along with integrating with our community development strategy and five-mile radius to achieve target growth and revenue goals.
  • Hsbc
    Regional Mortgage Sales Manager
    Hsbc Jul 2013 - Oct 2015
    Washington D.C. Metro Area
    Management of 12 Premier Mortgage Consultants across the Mid Atlantic region to achieve production goals, operational excellence, growth and profitability of the region. Actively participate in local and state mortgage banking, realtor, and builder trade associations, along with maintaining a thorough understanding of mortgage industry knowledge and current issues. Communicate business goals, objectives and company performance results to staff. Promote an effective sales environment through sales training, individual and team coaching, creation of strategic partnerships, and sales contests among team members along with other lines of business.
  • Hsbc
    Senior Branch Manager
    Hsbc Dec 2010 - Jul 2013
    Fairfax County
  • Pilot Malt House Llc
    Owner
    Pilot Malt House Llc Jan 2013 - Dec 2018
    Byron, Michigan
    Pilot malt house is an artisan craft malt house located in the heart of Michigan. The ever growing number of craft distilleries and breweries that surround us are a constant source of inspiration driving us forward. We firmly believe that what we do is an art that requires passion and an insane attention to detail and we strive to produce and supply the finest malt to the best breweries and distilleries in the world. Quite simply, we make malt. but we know that malt is more than just an ingredient. Malt is an investment in farmers, a palate for brewers to paint with, and the backbone of every spirit that has ever been distilled. It is a stimulus for agriculture and the communities and individuals that make up every brewery and distillery that we work with. We link craft artisans directly to local growers forging long-term sustainable relationships.
  • Wachovia, A Wells Fargo Company
    Assistant Vice President, Branch Manager
    Wachovia, A Wells Fargo Company Dec 2005 - Dec 2010
    Provide management direction to a direct staff of 14 with a total book of business of $50-million in deposits, loans and assets under management. Designed and executed successful sales campaigns that increased deposits, lending and investments. Coordinated events and seminars with various business partners to expand community involvement and develop new business opportunities.Results: • Proven track record of achieving goals and surpassing goals across all sales metrics month over month.• Achieved individual production to be within top 1% across the entire company.• Selected to be a Senior Producing Leader based on product knowledge and sales results, to train new or underperforming financial specialists across selected regions.• Led multiple district sales initiatives for commercial lending that resulted in a 200% increase in commercial lending and banking deposits.
  • Brooks Brothers
    Assistant Store Manager
    Brooks Brothers Jan 2001 - Dec 2005
    Washington D.C. Metro Area
    Responsible for a team of twenty employees and supervision of their work; accountable for the daily administration of the company vision and sales; led various projects and provided support to complete them; set goals and targets for the employees and motivated them in achieving the goals, hired qualified employees for various positions within the store, and helped train them.Results:• Created grass roots campaigns partnering with outside organizations and charities to promote philanthropy, while driving sales results.• Planned special Made-to-Measure events across the Greater Washington D.C. Metro Area that resulted in a 300% increase in sales; the largest increase ever for the metro area.• Hit quarterly and yearly plan goals along, with four employees, recognized for being one of the top twenty-five employees for sales.

Michael Schimmel Skills

Banking Management Strategic Planning Loans Investments Financial Services Leadership Wealth Management Sales Investment Advisory Commercial Lending Finance Sales Management Commercial Banking Fixed Annuities Mortgage Lending Microsoft Office Team Management Life Insurance Leadership Development Series 65 Sales Process Sharepoint Series 6 Series 63 Variable Annuities Multi Tasking Finra Series 7 Finra Series 63 Retirement Planning Coaching Relationship Building Finra Series 65 Interpersonal Skills Presentation Skills

Michael Schimmel Education Details

Frequently Asked Questions about Michael Schimmel

What company does Michael Schimmel work for?

Michael Schimmel works for Fellows Financial Group, Llc.

What is Michael Schimmel's role at the current company?

Michael Schimmel's current role is Financial Planner and Wealth Advisor.

What is Michael Schimmel's email address?

Michael Schimmel's email address is sc****@****hoo.com

What schools did Michael Schimmel attend?

Michael Schimmel attended Miami University, George Mason University, Maine South.

What are some of Michael Schimmel's interests?

Michael Schimmel has interest in Social Services, Children, Politics, Education, Cycling, Photography, Hiking, Climbing.

What skills is Michael Schimmel known for?

Michael Schimmel has skills like Banking, Management, Strategic Planning, Loans, Investments, Financial Services, Leadership, Wealth Management, Sales, Investment Advisory, Commercial Lending, Finance.

Who are Michael Schimmel's colleagues?

Michael Schimmel's colleagues are Ken Harvey, Jose Saavedra, Blake Fellows, Amanda Judd, Ruben Devia, Cfp®.

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