Michael is a dynamic advisory and investment professional with over 20 years of experience driving growth and innovation. His expertise spans financial advising, team leadership, and business process development, enabling him to build lasting client relationships and deliver tailored financial solutions.
A firm believer in evolution within the advisory industry, Michael has a proven track record of adapting hiring, training, and mentoring strategies to meet changing market demands. His leadership style is rooted in four core values: Energy, Appreciation, Selflessness, and Accountability—principles he fosters within his teams to cultivate a knowledgeable, client-focused advisory force.
Throughout his career, Michael has successfully transformed advisory teams, mentoring both newcomers and seasoned professionals to achieve their full potential. Passionate about creating growth opportunities and driving sustainable revenue, he is dedicated to empowering others and shaping the future of financial advising.
*Not practicing law on behalf of Equity Services, Inc.
Michael offers securities in NY and is insurance licensed in NY.