Mike Marshall
Senior Financial Advisor, Senior Vice President - Investment Officer at Wells Fargo Advisors
- Role
- Senior Financial Advisor at Wells Fargo Advisors
- Location
- Gainesville, FL, US
- LinkedIn followers
- 500 followers
Experience
Senior Financial Advisor
Dec 2019 — Present · Ocala, FL, US
I am dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. My extensive experience - throughout major shifts in the markets - enables me to help my clients structure balanced portfolios to address their specific financial goals. Whether you’re seeking tax-deferred growth* for your personal investment portfolio or an potentially attractive employee-benefit plan for your business, I can help you navigate an array of complex choices. I offer assistance with retirement plans, including IRAs and IRA options, Roth IRAs and conversions, Simplified Employee Pension (SEP) plans and Keogh plans, SIMPLE plans for small businesses, and 401(k), pension, and profit-sharing plans. An often overlooked aspect of retirement planning is the amount of annual income you’ll likely receive from your investments. I can help you choose retirement income strategies that may help you maintain flexibility and control of the principal, grow the principal and increase the income, or have enough income to last the rest of your life.* Wells Fargo Advisors and its affiliates do not provide legal or tax advice.
Education
University of South Florida
Bachelor of Science, Marketing
1992 — 1996
Skills
- Wealth Management
- 529 Plans
- Group Benefits
- Disability Income Insurance
- Term Life Insurance
- 401(K) Retirement Savings Plans
- Life Insurance
- Finance
- Fixed Annuities
- Retirement Strategies for Individuals and Small Businesses
- Tax Saving Strategies for Individuals and Businesses
- 401k Rollovers
- Banking
- Mutual Funds
- Series 6
- Insurance
- Asset Protection
- Long Term Care Insurance
- Employee Benefits
- Series 7
- Financial Services
- Variable Annuities
- Estate Conservation Strategies
- Investment Advisory Services
- Small Business
- Retirement Planning
- Series 63
- Securities
- Annuities
- Retirement
- Financial Advisory
- Ira's
- Asset Management
- Roth Ira
- Succession Strategies for Individuals and Businesses
- Portfolio Management
- Series 65
- 401k
- Investments
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