Micheal Age

Micheal Age Email and Phone Number

Wealth Planner @ SoFi
Micheal Age's Location
Metro Jacksonville, United States, United States
Micheal Age's Contact Details

Micheal Age work email

Micheal Age personal email

n/a
About Micheal Age

As a Wealth Planner with Congruent Wealth, I work closely with successful clients across Northeast Florida in preparing for life after retirement. I serve as a tireless advocate for their best interests, delivering the strength of Congruent Wealth’s intellectual capital to help them navigate the complexity of financial decisions.I serve a diverse client base, often first-generation wealth creators seeking trusted guidance to ensure that their investing, lending, banking and planning goals are handled carefully. I offer the financial education and resources needed to transform hard work into a meaningful legacy. For women experiencing monetary independence for the first time, I empower them to establish their own financial identities. Regardless of a client’s objectives, I surround them with a team of specialists to design a cohesive path toward the future they envision.

Micheal Age's Current Company Details
SoFi

Sofi

View
Wealth Planner
Website:
sofi.com
Employees:
5317
Micheal Age Work Experience Details
  • Sofi
    Sofi
  • Congruent Wealth
    Wealth Planner
    Congruent Wealth Nov 2024 - Present
  • J.P. Morgan Private Bank
    Senior Associate, Banker
    J.P. Morgan Private Bank May 2023 - Apr 2024
    “J.P. Morgan Private Bank” is the brand name for the private banking business within JPMorgan Chase & Co.(JPM). JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC . Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPM. INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT ● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUE JPM, reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Communications are for US residents only, subject to these disclosures: http://www.jpmorgan.com/pages/disclosures/email . The opinions expressed by the profile creator may not reflect those of JPM. Information or content made available on this profile (including strategies or views) is intended for informational purposes only. It should not be relied upon as individually tailored advice and is not an offer to buy, hold or sell any investment, financial instrument or strategy. JPM will not accept any orders via LinkedIn or its messaging systems. JPM does not provide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or awards are not indications of future results."Likes"," Favorites " or similar functionality on social media sites should not be considered a positive reflection of actual client experiences or services offered by JPM. Additional important information: https://am.jpmorgan.com/private-bank/public/gl/en/important- information-sm .
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Jun 2020 - Feb 2023
    New York, Ny, Us
    https://advisor.morganstanley.com/the-lighthouse-wealth-management-group© 2021 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html
  • Morgan Stanley
    Wealth Advisor Associate
    Morgan Stanley Jun 2019 - Jun 2020
    New York, Ny, Us
  • Merrill Lynch
    Sr. Operations Analyst
    Merrill Lynch Jul 2016 - Jun 2019
    New York, Ny, Us
  • Florida State University
    Athletics & Recruiting Assistant
    Florida State University Jan 2015 - Apr 2016
    Tallahassee, Fl, Us
    Worked in the Coaches’ Video departmentUsed computer programs to edit/upload data to be used by coaches/playersVideo-taped various athletic events and practices
  • The Woodlands On West Tennessee
    Maintenance Technician
    The Woodlands On West Tennessee May 2014 - Aug 2014
    Maintenance Technician Assisted the upstart of a new apartment complex by testing and cataloging the performance of various appliances
  • Sears, Roebuck And Co.
    Merchandising And Pricing Associate
    Sears, Roebuck And Co. Jun 2013 - Aug 2013
    Chicago,, Il, Us
    Completed various inventory reviews, constructed product displays, and assisted customers in store

Micheal Age Skills

Microsoft Office Customer Service Management Risk Management Microsoft Excel Microsoft Word Leadership Powerpoint Research Public Speaking Project Management Risk Assessment

Micheal Age Education Details

  • Florida State University
    Florida State University
    Economics

Frequently Asked Questions about Micheal Age

What company does Micheal Age work for?

Micheal Age works for Sofi

What is Micheal Age's role at the current company?

Micheal Age's current role is Wealth Planner.

What is Micheal Age's email address?

Micheal Age's email address is mi****@****ley.com

What schools did Micheal Age attend?

Micheal Age attended Florida State University.

What skills is Micheal Age known for?

Micheal Age has skills like Microsoft Office, Customer Service, Management, Risk Management, Microsoft Excel, Microsoft Word, Leadership, Powerpoint, Research, Public Speaking, Project Management, Risk Assessment.

Who are Micheal Age's colleagues?

Micheal Age's colleagues are Tatiana Velicheti, Troylene Bartle, Kevin Weeks, Nicolas Repollo, Lori Keck, Brittany Goode, Chris Perry.

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