Garry Michaelis
Registered Principal, Financial Advisor
- Role
- Registered Principal, Financial Advisor, Investment Adviser Representative at Raymond James
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
About Garry Michaelis
Full-service wealth management• Trusted independent advice and guidance• High level of service and integrity with over 37 years of experienceWe thank our loyal clients for trusting us for over 37 years. Our firm goes beyond just investment strategy, focusing on the detail of our clients’ mission, core values and preserving their legacy. We provide strategic market insight, rigorous analysis, refined investment advice and intimate service and attention to detail.20860 N Tatum Blvd, Ste. 370Phoenix, AZ 85050Phone: 60••••••45Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC.For important disclosure information, please see this\"Social Media Disclosure\" link: http://raymondjames.com/smicd.htm.
Experience
Registered Principal, Financial Advisor, Investment Adviser Representative
Oct 1987 — Present
Independent Financial Advisor providing Comprehensive Financial Plans to Individuals, Businesses, Pension Funds and Non Profit Organizations. We also assist with Employee Benefit and Insurance Plans. Investment advice is provided. Coordination with Legal, Accounting, Actuarial, Banking, Real Estate and Mortgage Professionals to complete Estate, Trust and Retirement Plan set-ups and retirement plan options. Cash flow, tax minimization strategies and retirement planning.
Education
Bowling Green State University
Public Relations, Bachelors College of Business
1971 — 1975
Ford School
Securities Liscenses Series, 7, 24, 51, 63 Registrations, Securities Liscenses Series, 7, 24, 51, 63 Registrations
1982 — 1985
Denver College of Financial Planning
Certified Financial Planner I,II, III, IV, V, VI, Financial Planning
1982 — 2010
Skills
- Financial Planning
- Mortgage Lending
- Retirement
- Strategic Financial Planning
- Real Estate
- Portfolio Management
- Business Planning
- Finance
- Financial Advisory
- Retirement Planning
- Accounting
- Series 63
- Marketing
- Investments
- Wealth Management
- Strategic Planning
- Series 7
- Investment Advisory
- Insurance
- Mutual Funds
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.