Michael Havener
Financial Advisor- Havener Financial Group - Janney Montgomery Scott
- Role
- Financial Advisor at Janney Montgomery Scott LLC
- Location
- Sarasota, FL, US
- LinkedIn followers
- 500 followers
About Michael Havener
Trusted Professionals of Sarasota- BNI - August 2012- PresentPresident- October 2013- PresentEducation Coordinator- March 2013-October 2013 Michael Havener is the newest member of the Havener Financial Group team. With a background in education, he strives to teach his clients while advising them. Michael works with a broad range of individuals including high level executives, business owners, retirees, high-net worth clients, individuals in a time of transition, and young clients who are are ready to accumulate wealth. Michael Havener is the president of The Trusted Professionals of Sarasota BNI chapter, under the category of Financial Advisor. Michael believes that a team approach is the most effective tool for Financial Advisors. Before Michael was a Financial Advisor, he was a High School Teacher. He recognized the parallel between the two fields and strives to take an educational stand in a financial world. Not only do clients get great advice and planning strategies.they get a hands on learning experience as well. Many clients that meet with Michael leave a little bit smarter than they were before they walked in the door. Michael is always a student in his profession, keeping up with new strategies, products, and learning from others to give clients a well-rounded experience. The Havener Financial Group consists of a Father-Son Financial Advisor team. Becky Havener handles marketing, and the client experince. Christine Levine, administrative assistant makes sure all clients are properly serviced. When Michael takes his Financial Advisor hat off, he enjoys spending time surfing, playing frisbee, and going to basketball games. His brother Nick is a Division I basketball player for Boston University.
Experience
Financial Advisor
Jun 2012 — Present
Education
University of Central Florida
Bachelor's degree
2006 — 2010
University of Tampa
Master's degree
2010 — 2011
Skills
- Electronic Trading
- Mutual Funds
- Bloomberg
- Owning a Business
- Bonds
- Stock Market
- Retirement Planning
- Career Changes
- Investments
- Retirement Income Planning
- Family Changes
- Wealth Management
- Equity Trading
- Roll Over Your 401(K)
- Series 63
- Managing Taxes
- Planning for Retirement
- Insurance
- Saving for College
- Equity Research
- Trading
- Municipal Bonds
- Financial Modeling
- Equities
- Financial Management Services
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