Michael Dolle

Background

About Michael Dolle

Michael Dolle is a Senior Vice President, and serves as a Wealth Management Advisor in the WInter Park Merrill Office. Mike attended the University of Southern California, received a degree in Finance from the University of Central Florida and earned his MBA from the Crummer Graduate School of Business at Rollins College. Mike has over 20 years experience in the financial services industry, and joined Merrill Lynch Wealth Management in 2013. He is a highly regarded wealth management advisor who offers both the intimacy and personalized attention of a boutique and the global resources of one of the world's largest financial services firms. He advises highly affluent individuals, families, corporate executives and successful business owners. Mike's professional designations include the CFP® Certification, awarded by the Certified Financial Planner Board of Standards, Inc, and the Certified Investment Management Analyst® designation awarded by Investments & Wealth Institute™ (The Institute), taught in conjunction with the Wharton School of Business. Mike is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.