Experienced Wealth Management Consultant with a demonstrated history of working with high-net-worth individuals, families, and business owners. Coordinates a collaborative team of specialists in Wealth Planning, Investment Management, Insurance Protection, Trust and Fiduciary Services, Lending Solutions, Private Banking, and Business advisory consulting. I help clients with customized solutions to comprehensively grow, protect, and preserve their wealth for distributions during their lifetime and for the generations ahead. Mike brings over 25 years of experience in the investment management industry.

Morningstar Investment Management:Managed Portfolios. Discretionary. Fee-Based. Managed account Program.Morningstar’s advisory managed account investment program in the Southeast covering FL, GA, SC, and AL. Consultant to Independent financial advisor groups, RIA’s, and Insurance broker dealer teams. Morningstar Investment Management manages mutual funds, ETF's, SMA's, individual stock, bond, and Direct Index portfolios for advisor’s clients. MIM provides a turnkey solution: Proposal generation, Investment policy statement, reporting, and active management. Worked with over 500+ advisors and 50+ broker dealers and RIA’s. I grew AUM from $150M to over $1 Billion. I helped Financial Advisors with investment management and practice management solutions so they can build, grow, and simplify their business. I have helped advisors grow their advisory business, increase their revenue, grow their AUM, increase their client base, and free up their time to be able to see more clients. Skilled at presenting to one on one, small groups, or large audiences.

Sold mutual funds and separate accounts to wire house, RIA’s, and private bank channel financial advisor teams. I worked with the top wire houses, banks, RIA’s, and independent advisor firms. I worked with over 400+ advisors annually.I coached advisors on investment management and practice management solutions. I helped advisors build, grow, and simplify their business. I have helped advisors grow their advisory business, increase their revenue, grow their AUM, increase their client base, and free up their time to be able to see more clients. I built new territories in Florida and Georgia/Alabama. Grew business from $0 to over $300M annually in new assets.

Sold Enterprise's institutional approach to mutual funds to wire house, independent Financial Planners, and RIA’s in Florida. All funds were sub-advised by 18 outside institutional managers. Helped develop and market a new strategy for mutual fund companies; having all funds sub-advised by outside institutional managers. Built a new territory from the ground up

Joined a senior Financial Consultant in a partnership• Focused on helping clients build wealth and increase their income while protecting their assets from inflation and taxes • Analyzed client’s financial position and structured investment strategies to help meet their financial goals• Implemented successful marketing strategies to increase assets under management• Averaged 8 new accounts per month• Collected $12 million in new assets

Managed and developed a successful sales territory of bank branchesI coached bank employees on the benefits of our investments and how to refer bank clients. I held weekly team meeting with the bank branches.• Structured investment strategies for bank clients and prospects by determining needs, goals, and risk tolerance• Initiated and led seminars for prospects, clients, and bank employees• Demonstrated consistent record of exceeding selling goals• Managed $72 million in assets• Averaged 14 new accounts per month• Maintained high standards of excellence