Michael Stokvis
Executive Wealth Management Advisor at TIAA
- Role
- Executive Wealth Management Advisor at TIAA
- Location
- Clarksville, MD, US
- LinkedIn followers
- 500 followers
About Michael Stokvis
I am an Executive Wealth Management Advisor at TIAA with 15 years of experience in the financial services industry. My primary goal is to be the premier advocate for the financial well-being of every family that partners with me. I found my home at TIAA where I advocate for clients and their families by guiding them towards long-term goals in a setting that prioritizes ethics, honesty, and integrity.I pursued a career in financial services because I watched my parents struggle as they approached retirement. Through that experience, I saw how important it was for families to develop a trusted relationship with a financial planner leading up to and through retirement.I received my Bachelor of Science in Finance from Georgetown University and my Master of Business Administration from the University of Maryland. I currently teach a class at the University of Maryland College Park called “Designing Your Life After College”. I was drawn to this class and opportunity because I always wanted the opportunity to help educate our youth on subjects I wish I was taught at a young age like financial planning and investing.I currently reside in the community of River Hill in Clarksville, MD with my wife Kristin and our daughters Emily and Marianne. In our free time we enjoy spending time hiking, traveling and skiing.CA Insurance License #40•••55
Experience
Executive Wealth Management Advisor
Oct 2023 — Present · Howard County, MD, US
For more than 100 years, TIAA has been dedicated to the needs of those who work in the academic, medical, cultural and research fields. Our roots differentiate us from our competitors, and I am proud to continue this tradition by serving those who serve others. Backed by a team of specialists, I work one-on-one with clients to help build long-term financial plans aligned to their needs, wants, and wishes.
Education
University of Maryland - Robert H. Smith School of Business
Master of Business Administration (M.B.A.)
2011 — 2014
Georgetown University McDonough School of Business
Bachelor of Science (B.S.), Finance
2005 — 2008
Skills
- Sales
- Personal Financial Planning
- Holistic Financial Planning
- Relationship Management
- Strategic Financial Planning
- Finance
- Banking
- Mutual Funds
- Insurance
- Risk Management
- Securities
- Financial Analysis
- Accounting
- Investments
- Strategy
- Wealth Management
- Financial Modeling
- Corporate Finance
- Financial Planning
- Mortgage Lending
- Portfolio Management
- Loans
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