Michael Yotts
Vice President, Wealth Management Advisor 🔹 Simplifying finances 🔹 Helping to reduce current and future tax liability
- Role
- Wealth Management Advisor, Vice President at Merrill Lynch
- Location
- Manchester, NH, US
- LinkedIn followers
- 500 followers
About Michael Yotts
As a CERTIFIED FINANCIAL PLANNER® practitioner, I help clients make smarter decisions by avoiding predicable mistakes. I understand the value of their time. Most people do not want to spend this finite resource developing and managing a customized plan. This is completely understandable, yet I\'ve seen inaction and poor planning lead to frustrating and unintended consequences. My job is to listen, identify your needs, help you prioritize, and provide guidance to support your goals through an overall wealth strategy. Simply put, I started working with clients over 16 years ago to improve the financial lives of those around me - both professionally and personally. My team and I have the privilege of providing custom wealth management strategies for families, business owners, and key executives. We advise in all areas of finance including concentrated stock management, asset and liability management, trust and estate planning services, retirement planning services, and access to banking and lending services through Bank of America, N.A. Feel free to email me at m••••••••@ml.com, or call me at 60••••••28 to set up a 15-minute introductory call.
Experience
Wealth Management Advisor, Vice President
Sep 2023 — Present
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® in the U.S, which it awards to individuals who successfully complete CFP Board\'s initial and ongoing certification requirements.*Chartered SRI Counselor™, CSRIC®, and the CSRIC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute\'s initial and ongoing credentialing requirements for wealth advisors.*Certified Trust and Fiduciary Advisor (CTFA) certification is issued by the ABA Institute of Certified Bankers.
Education
Southern New Hampshire University
Bachelor's Degree
2004 — 2007
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