Michael has 10 years of industry experience and has earned his Accredited Asset Management Specialist (AAMS) designation. He joined Waddell & Reed in 2016 after 8 years as an advisor with a major brokerage firm. Michael graduated from The University of Tennessee with a Bachelor’s of Science degree in Business Administration - Marketing.
Michael provides highly personalized service designed to fit a clients’ unique needs. Michael serves families from Coast to Coast and can provide wealth management, estate planning, and comprehensive financial planning.
Michael is the father of two boys, Trey and Wil, and shares time with them in Boy Scouts and church activities. Michael and the boys enjoy traveling both domestically and internationally.
Michael holds Series 7 and 66 securities licenses and long with Life, Health and Variable Insurance licenses. He serves clients in AK, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, MA, ME, MO, MT, NC, ND, NE, NM, NY, OH, OK, OR, SC, TN, TX and UT.
Waddell & Reed is not affiliated with any other entities referenced. 09/18