J. Michael Belvin
Co-Founder and Principal of Belvin, Cleveland, & Associates – Today. Tomorrow. Together. | CFP®, CLU®, ChFC®, RICP® | Risk Management Solutions | Business & Generational Planning | Helping You Solve Your Financial Puzzle
- Role
- Wealth Management Advisor at Northwestern Mutual
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About J. Michael Belvin
If I had asked them what they wanted, they would have said ‘Faster Horses.’” - Henry FordThe future lies just beyond the sphere of the known. My grandfather and brother were physicians, and from an early age, I aspired to follow in their footsteps. Years later, I realized that what I admired most was their ability to form meaningful interpersonal relationships. I knew that the most fulfilling career I could pursue would combine my passion for relationship building and my affinity for numbers. Financial advising stood out as the natural best fit.Belvin, Cleveland, & Associates was founded on these same values. We help individuals and families with their estate, business, and investment planning needs in a way that is approachable and accessible. As your financial advocate, we provide counsel to help navigate important decisions around life events by building customized plans to maximize long-term financial wealth.The relationships we build with clients are grounded in mutual trust and respect. Together, we’ll develop a comprehensive financial plan that you feel confident in and are motivated to pursue.I am originally from the Dallas area and now live in Richardson with my wonderful family. I enjoy running, playing golf and tennis, and being outdoors. I’m passionate about my community and volunteering. My wife, Katie, and I founded Shadow Shine, a nonprofit organization developing relationships for siblings of children with special healthcare needs.If you are looking for a partner in planning for your long-term financial health, feel free to reach out to me d••••••••@nm.com(97••••••32Specialties: Wealth Management | Fee-Based Financial Planning | Risk Management Solutions | Generational Planning | Retirement Planning | Special Needs Planning
Experience
Wealth Management Advisor
May 2004 — Present · Dallas, TX, US
Education
Baylor University - Hankamer School of Business
Bachelor’s in Business Administration (BBA)
2000 — 2004
J. J. Pearce High School
Diploma
1998 — 2000
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