Michael Wein

About Michael Wein

As a Senior Financial Advisor at Merrill Lynch Wealth Management I focus on understanding my clients needs so I can develop personalized wealth management strategies. I create asset allocations using stocks, bonds, ETFs, mutual funds, alternative investments and market linked notes, which help clients achieve their financial objectives. I take a holistic approach in managing wealth, by focusing on all aspects of clients financial lives.*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment\'s investment objectives will be achieved.*A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis their own personalized or defined strategies, which may incorporate individual stocks and bonds, model portfolios, and third-party investment strategies.

Experience

1. Senior Financial Advisor, Senior Vice President

   Merrill Lynch

   May 2016 — Present

   Portfolio Manager at Merrill Lynch Wealth Management

Education

• Hampshire College

  Bachelor's Degree

  1999 — 2003