I believe like personal relationships, all financial relationships are best built over time, not overnight.
Michael brought more than 20 years of experience to Allen & Company when he joined the team in 2013. He began his career with two leading investment firms and banking institutions as a Financial Advisor and Consultant for individuals, businesses and non-profit organizations.
Although he serves clients throughout the country, Michael is passionate about building personalized investment solutions for local small business owners and individuals. He holds Series 7, 63 and 65 licenses, as well as his Life, Health and Variable Annuities.
A native of New England, Michael and his family have called Brevard County home since 1995. He received a B.S. in Finance and Business Management from Westfield State College in Massachusetts.
Check the background of this investment professional on FINRA BrokerCheck