Regional Vice President
CurrentWe partner with insurance, financial, tax and legal advisors to implement risk protection and tax mitigation solutions for business owners and HNW families
Sep 2018 - Present
AeroLeads people directory · profile
Michael S. Email & Phone Number
Advanced Planning Consultant: Tax Mitigation, Risk Protection, Life Insurance & Retirement Income Solutions
at
Ash Brokerage
1 work email found
@boltcapital.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Advanced Planning Consultant: Tax Mitigation, Risk Protection, Life Insurance & Retirement Income Solutions
Location
Scottsdale, Arizona, United States
Who is Michael S.? Overview
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Quick answer
Michael S. is listed as Advanced Planning Consultant: Tax Mitigation, Risk Protection, Life Insurance & Retirement Income Solutions at Ash Brokerage, based in Scottsdale, Arizona, United States. AeroLeads shows a work email signal at boltcapital.com and a matched LinkedIn profile for Michael S..
Michael S. previously worked as Regional Vice President at Ash Brokerage and Strategy Consultant at Us Vetwealth | Privatize. Protect. Profit. We Teach You How To Build A War Chest. Michael S. studied at The Ohio State University.
Company email context
Email format at Ash Brokerage
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*@boltcapital.com
68% confidence
AeroLeads found 1 current-domain work email signal for Michael S.. Compare company email patterns before reaching out.
Profile bio
About Michael S.
• 25+ years of financial services experience, primarily in wholesale distribution of managed money, advisory and insurance space. • Extensive business connections in the independent investment advisory space as a national key accounts rep. • Proven sales track record of closing business with Institutional and HNW clients• Best practices business consulting regarding tax mitigation, risk protection and savings/investment solutions.• Strong interpersonal and relationship development skills• Seasoned public speaker and sales presenter• Highly organized and detail orientated • 10+ years of international travel and outside sales experience
Listed skills include Investments, Alternative Investments, Investment Advisory, Financial Services, and 24 others.
Current workplace
Michael S.'s current company
Company context helps verify the profile and gives searchers a useful next step.
8 roles
Michael S. work experience
A career timeline built from the work history available for this profile.
Strategy Consultant
CurrentLife insurance case design specialist. Annuity/guaranteed lifetime income consulting.
Jun 2017 - Present
Consultant
Bell & Associates Consulting
Our Knowledge - Your BusinessSimplicityIn a world of complexity, we explain sophisticated concepts via 1-page summaries. Ask us about our famous Playbook 1-page Sales Ideas.CollaborationThe best planning occurs when specialists align for the benefit of the client. We humbly work together with the client’s best interest in mind.CreativityEveryone has access.
Sep 2018 - Aug 2023
Vp Of Business Development
Gameplan Financial Marketing, Llc.
Cultivate relationships with top producing broker-dealers, RIA's and other professional intermediaries, providing solutions that allow them to successfully manage and grow their practice.
Jan 2013 - Jun 2016
Director
Consultant
Oct 2002 - Jan 2011
Associate Director
Sovereign International Asset Mgmt
Registered Investment Advisory practice managing approximately $100M in assets. High client interaction, researched and recommended investment portfolio solutions, managed client relationships, managed office staff
Oct 2002 - Mar 2004
National Sales Representative
Lightport Advisors
Sales and business development for financial industry specific web development firm.Business Development, direct outside sales, Cultivated relationships with service provides to generate new sales.
Mar 2000 - Jun 2002
Regional Sales Representative
Internal wholesaler and business development professional. Managed sales process for separately managed accounts (SMA's) through the independent B/D and RIA market.
Aug 1998 - Feb 2000
3 education records
Michael S. education
Education record
The Ohio State University
Bachelor Of Business Administration (Bba) - Finance, Banking, Corporate, Finance, And Securities Law
Florida International University
Bachelor Of Science - Bs, Accounting And Finance
Florida International University
FAQ
Frequently asked questions about Michael S.
Quick answers generated from the profile data available on this page.
What company does Michael S. work for?
Michael S. works for Ash Brokerage.
What is Michael S.'s role at Ash Brokerage?
Michael S. is listed as Advanced Planning Consultant: Tax Mitigation, Risk Protection, Life Insurance & Retirement Income Solutions at Ash Brokerage.
What is Michael S.'s email address?
AeroLeads has found 1 work email signal at @boltcapital.com for Michael S. at Ash Brokerage.
Where is Michael S. based?
Michael S. is based in Scottsdale, Arizona, United States while working with Ash Brokerage.
What companies has Michael S. worked for?
Michael S. has worked for Ash Brokerage, Us Vetwealth | Privatize. Protect. Profit. We Teach You How To Build A War Chest, Bell & Associates Consulting, Gameplan Financial Marketing, Llc., and Consultant.
How can I contact Michael S.?
You can use AeroLeads to view verified contact signals for Michael S. at Ash Brokerage, including work email, phone, and LinkedIn data when available.
What schools did Michael S. attend?
Michael S. studied at The Ohio State University.
What skills is Michael S. known for?
Michael S. is listed with skills including Investments, Alternative Investments, Investment Advisory, Financial Services, Asset Management, Hedge Funds, Fixed Income, and Equities.
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