Michael Willeford

Senior Financial Advisor | Willeford Group

Role
Senior Financial Advisor, Senior Vice President at Merrill Lynch
Location
Denver, CO, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Michael Willeford

Since 1995, I\'ve been guiding high-net-worth families, business owners, and executives through the complexities of wealth management.At The Willeford Group, we take a family-office-like approach, helping clients navigate everything from investment management and estate planning considerations to retirement strategies and tax-efficient wealth transfer. With over 60 years of combined experience, our team delivers customized financial strategies designed to evolve with you.My philosophy is simple: every financial plan should be as unique as the individual or family behind it. By leveraging the vast resources of Merrill Lynch Wealth Management, I work closely with clients and their other trusted advisors to help ensure a seamless, strategic approach to their financial future.If you\'re looking for a resource to help you make informed, confident financial decisions, let\'s c••••••••@ml.com(72••••••26*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

  1. Senior Financial Advisor, Senior Vice President

    Merrill Lynch

    Jun 2013 — Present

Education

  • University of Colorado System

    Bachelor's Degree

    1994 — 1996

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Michael Willeford — Senior Financial Advisor, Senior Vice President at Merrill Lynch in Denver, CO, US | Unifers