Michael Debellis
Financial Advisor @ Edward Jones | Wealth Management Services
- Role
- Financial Advisor at Edward Jones
- Location
- Jacksonville, FL, US
- LinkedIn followers
- 500 followers
About Michael Debellis
I have long-term diversified financial experience with an emphasis in comprehensive financial planning for clients with a Net Worth of $500K or greater. I identify the clients\' immediate and long term financial objectives and their investable assets and then design investment strategies customized for them.Working with clients in a consultative manner I find is the best way to deliver a distinctive client experience. I strive to build a solid relationship with the client and then work hard at managing the client relationship by doing the right thing for them 100% of the time. My ability to recognize client needs and provide appropriate consultative direction has resulted in rapid acquisition of an asset base and long-term client retention. I am knowledgeable on Estate Planning issues and other risk areas and will work with the clients to make sure they are properly protected should their income stop due to death or disability.
Experience
Financial Advisor
Feb 2019 — Present · Jacksonville, FL, US
Education
Drexel University
Bachelor's degree, Electrical and Electronics Engineering
The American College of Financial Services
CLU®, ChFC®, Financial Planning and Services
1993 — 2013
Drexel University
Bachelor of Science (BS), Electrical Engineering
1984 — 1989
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