Michael S.
Financial Advisor, Senior Portfolio Advisor. Helping to Remove the Uncertainty around Funding Your Future and Living the Life You\'d Like.
- Role
- Financial Advisor at Merrill Lynch
- Location
- Portsmouth, NH, US
- LinkedIn followers
- 500 followers
About Michael S.
What does true financial freedom look like for you? For many successful families and business owners, it\'s not about retiring in the traditional sense. You\'ve worked hard to build something meaningful, whether it\'s a thriving business or a legacy of wealth, and you\'re not looking to simply \"stop.\" You value choice, impact, and the ability to design your next chapter on your terms. Perhaps you\'re searching for a way to make work optional rather than mandatory. Ultimately, you want options, for your family, your business, and your future. That\'s where our team comes in. At Merrill, I focus on cash management, portfolio strategy, and personalized financial planning. I work closely helping affluent families and entrepreneurs optimize concentrated wealth, whether it\'s business equity, stock options, or a real estate portfolio; into a flexible, tax-efficient strategy that supports your goals. We leverage Merrill\'s Personal Wealth Analysis™, our process to using advanced financial modeling and cash flow analysis, to design a plan that helps turn your success into lasting freedom. If you\'re ready to explore new opportunities let\'s connect!*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Experience
Financial Advisor
Nov 2022 — Present
Education
Bentley University
Bachelor's Degree
2017 — 2019
College of Charleston
Attended no Degree Conferred
2015 — 2017
Portsmouth High School NH
High School Diploma/GED
2011 — 2015
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