Michaelyn Bortolotti
Partner, Vice President, Wealth Manager @Steward Partners
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WORK HISTORY
Partner, Vice President, Wealth Manager @Steward Partners
Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence.Securities and investment advisory services are offered through Steward Partners Investment Solutions, LLC, registered broker/dealer, registered investment adviser, Member FINRA/SIPC. Steward Partners Investment Solutions, LLC is an affiliate of Steward Partners Global Advisory, LLC.For important disclosure information, please see \"Social Media Disclaimer\" link in the \"Contact Info\" section.
EDUCATION
Colby College
B.A. in Economics with a concentration in Finance
ABOUT MICHAELYN BORTOLOTTI
Michaelyn began her career with Legg Mason in 2005 followed by 12 years at Morgan Stanley, currently Partner, Vice President and Wealth Manager at Steward Partners Global Advisory. A 2005 graduate of Colby College, Michaelyn earned a BA in Economics with a concentration in Finance. Michaelyn is responsible for all aspects of the teams operations, goal planning and monitoring, and opening and handling all 10b5-1 plans. Michaelyn has her Series 7, 63 and 65 licenses.
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