Financial Advisor, Raymond James
With over 20 years in the financial industry, Mike has extensive experience in providing clients with a thoughtful, process-driven approach to address complex financial needs. His clients include affluent families, business owners, private equity partners and corporate executives. Mike develops custom financial strategies that address clients’ very specific and often changing needs. These strategies are designed to help preserve wealth through diligent portfolio management. As a client, you can expect to receive the highest level of service, confidentiality and commitment.
After earning his bachelor’s degree from the University of New Hampshire, Mike began his career in finance with Merrill Lynch. In 2005, he was hired by Thomas Weisel Partners to co-head their corporate and executive services team in Boston. He then moved with this team to Alex. Brown, a division of Raymond James, before joining Boston Harbor Wealth Advisors in 2019.
When he’s not in the office, Mike enjoys skiing, golfing and spending time with his family. Originally from East Longmeadow, Massachusetts, he now lives in Duxbury with his wife, Tracey, and their three sons, where they are active members of the community and Holy Family Church.