Michael Tramontelli, Cfp® Email & Phone Number

I work with my Senior Financial Advisor's established client base in order to provide an extra level of customer service. I develop and deepen relationships with current clients to uncover other needs, goals, and referral opportunities. I provide my clients with advisory services, asset management, brokerage services, estate planning strategies, retirement planning, portfolio anyalsis. I am my team's go to contact for any marketing or investment planning needs.This information is intended for use by residents of AZ, CA, CO, CT, FL, GA, ID, IL, MA, MD, ME, MN, NC, NH, NJ, NV, NY, OH, OR, RI, SC, TN, TX, VA, and VT only./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Listed skills include Microsoft Office, Community Outreach, Nonprofits, Powerpoint, and 2 others.

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  University Of South Florida

  Public Administration