Michael Ballard
Curated Portfolios and Financial Planning
- Role
- Wealth Management at Wells Fargo Advisors
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
About Michael Ballard
Michael helps clients to think strategically about their wealth, their businesses, and the transitions they will inevitably face throughout their lives. Areas of Expertise- Wealth Management and Personal Financial Planning - Private Investing - Business Succession Planning and M&A Strategies - Estate and Wealth Transfer Planning - Income Tax, PPLI - Philanthropic Planning - Credit and Liquidity - Investments and Risk Management
Experience
Wealth Management
May 2024 — Present
Education
Georgetown University
Executive Certificate in Financial Planning
Kansas State University
Master of Science in Financial Planning
Liberty University
Bachelor of Science in Business Finance
Skills
- Personal Finance
- Financial Analysis
- Retirement
- Wealth
- Asset Management
- Philanthropic Planning
- Life Insurance Premium Financing
- Wealth Management
- Credit
- Risk Management
- Family Dynamics
- Estate Planning
- Succession Planning
- Income Tax
- Business Succession Planning
- High Net Worth Individuals
- Personal Financial Planning
- Trusts
- Finance
- Investments
- Retirement Planning
- Business Entity Planning
- Captive Insurance Companies
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