Michael Hatem
Estate planning attorney who is experienced in resolving complex wealth management and trust planning issues for individuals and businesses.
- Role
- Partner at Cleveland, Waters And Bass, P.A
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Michael Hatem
Experienced Attorney and Financial Adviser with a demonstrated history of working with…
Experience
Partner
Cleveland, Waters And Bass, P.A
May 2021 — Present · Londonderry, NH, US
Education
Plymouth State University
Master of Education (M.Ed.), History Teacher Education
2010
University of New Hampshire
B.A., Political Science, Minor in Philosophy
1982 — 1986
Syracuse University College of Law
Juris Doctorate, Law
1986 — 1989
University of New Hampshire
Bachelor of Arts, Political Science and Government
University of New Hampshire
Bachelor of Arts - BA, Political Science and Government
Skills
- Life Insurance
- Finance
- Wealth Management
- Investments
- Legal Research
- Series 7
- Small Business
- Legal Advice
- Asset Management
- Wealth Management Services
- Financial Analysis
- Civil Litigation
- Coaching
- Investment Advisory
- Financial Advisory
- Mediation
- Long-Term Care
- Investment Strategies
- Retirement
- Employer Sponsored Retirement Plans
- Strategic Financial Planning
- Long Term Care Insurance
- Trusts
- Mutual Funds
- Business
- Risk Management
- Legal Writing
- Litigation
- Strategic Planning
- Securities
- Estate Planning
- Public Speaking
- Disability Insurance
- Asset Protection
- Negotiation
- Customer Service
- Portfolio Management
- Employee Benefits
- Financial Services
- Term Life Insurance
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