Micheal Age
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Micheal Age Email & Phone Number

Wealth Planner at SoFi
Location: Metro Jacksonville, United States 9 work roles 1 school
1 work email found @morganstanley.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email m****@morganstanley.com
LinkedIn Profile matched
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Current company
Role
Wealth Planner
Location
Metro Jacksonville, United States
Company size

Who is Micheal Age? Overview

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Quick answer

Micheal Age is listed as Wealth Planner at SoFi, a with 5317 employees, based in Metro Jacksonville, United States. AeroLeads shows a work email signal at morganstanley.com and a matched LinkedIn profile for Micheal Age.

Micheal Age previously worked as Wealth Planner at Congruent Wealth and Senior Associate, Banker at J.P. Morgan Private Bank. Micheal Age holds B.S., Economics from Florida State University.

Company email context

Email format at SoFi

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{first}.{last}@morganstanley.com
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AeroLeads found 1 current-domain work email signal for Micheal Age. Compare company email patterns before reaching out.

Profile bio

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.

Listed skills include Microsoft Office, Customer Service, Management, Risk Management, and 8 others.

Current workplace

Micheal Age's current company

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SoFi
Sofi
Wealth Planner
Website
Employees
5317
AeroLeads page
9 roles

Micheal Age work experience

A career timeline built from the work history available for this profile.

Senior Associate, Banker

“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 .

May 2023 - Apr 2024

Financial Advisor

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

Jun 2020 - Feb 2023

Wealth Advisor Associate

New York, Ny, Us

Jun 2019 - Jun 2020

Sr. Operations Analyst

New York, Ny, Us

Jul 2016 - Jun 2019

Athletics & Recruiting Assistant

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

Jan 2015 - Apr 2016

Maintenance Technician

The Woodlands On West Tennessee

Maintenance Technician Assisted the upstart of a new apartment complex by testing and cataloging the performance of various appliances

May 2014 - Aug 2014

Merchandising And Pricing Associate

Chicago,, Il, Us

Completed various inventory reviews, constructed product displays, and assisted customers in store

Jun 2013 - Aug 2013
Team & coworkers

Colleagues at SoFi

Other employees you can reach at sofi.com. View company contacts for 5317 employees →

1 education record

Micheal Age education

  • Florida State University
    Florida State University
    Economics
FAQ

Frequently asked questions about Micheal Age

Quick answers generated from the profile data available on this page.

What company does Micheal Age work for?

Micheal Age works for SoFi.

What is Micheal Age's role at SoFi?

Micheal Age is listed as Wealth Planner at SoFi.

What is Micheal Age's email address?

AeroLeads has found 1 work email signal at @morganstanley.com for Micheal Age at SoFi.

Where is Micheal Age based?

Micheal Age is based in Metro Jacksonville, United States while working with SoFi.

What companies has Micheal Age worked for?

Micheal Age has worked for Sofi, Congruent Wealth, J.P. Morgan Private Bank, Morgan Stanley, and Merrill Lynch.

Who are Micheal Age's colleagues at SoFi?

Micheal Age's colleagues at SoFi include Kevin Anson, Christie Burchard, Cams, Kate Miller, Nicolas Canova, and Courtney Gonzales.

How can I contact Micheal Age?

You can use AeroLeads to view verified contact signals for Micheal Age at SoFi, including work email, phone, and LinkedIn data when available.

What schools did Micheal Age attend?

Micheal Age holds B.S., Economics from Florida State University.

What skills is Micheal Age known for?

Micheal Age is listed with skills including Microsoft Office, Customer Service, Management, Risk Management, Microsoft Excel, Microsoft Word, Leadership, and Powerpoint.

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