Michael D. Duree

Background

About Michael D. Duree

Experienced in many areas of Finance, Investments, Mortgage Lending, Engineering, Business and Technology. Adept at melding all flavors and aspects of complex business, family, and personal client situations and opportunities. Team and Goal oriented, layered approach to solutions, implementation and monitoring. Securities and advisory services offered through: Cetera Advisor Networks LLC, Member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Regional Office Address: 22322 Grand Corner Drive, Suite 125, Katy TX 77494 Securities and Advisory Services, registered in: TX. Insurance Licensed and registered in: TX. Comprehensive scope and associated detailed environment provided with Advisory Services, with acute focus per situation and priority, in providing Financial Services to diverse clientele. Experienced with established or new wealth management. Areas for review and planning include Estate, Retirement, Investments, Tax, Education, Elder Care and many other common risks and scenarios present in the client's lives and needs to be addressed. Customized plans are applied to specific needs/objectives as presented by the planning tasks and needs of each individual situation. Specialties: Full Scale Periodic Financial Planning, Retirement Program Development, Portfolio management, multi-solution implementations (integrated and customized by solution and specific client need). Experienced and successful track record of achievement with providing solutions for multi-generaltional family planning, complex cases, diverse assignments and opportunities.