Michael Farrell

Background

About Michael Farrell

Michael has been a part of the financial services industry since 1983 and joined Merrill Lynch in 1991. Michael works to simplify high-net-worth clients’ financial lives. He assists clients in identifying and prioritizing their various goals—including estate planning services, investments, tax minimization strategies, wealth transfer and retirement income—then developing strategies that may be customized to suit their personal circumstances and their own unique feelings and attitudes. He works hard to gain clients’ trust and is committed to helping optimize their resources so they can make the most of what they have. Michael holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc, as well as the Chartered Retirement Planning CounselorSM (CRPC®) designation. Michael is also a qualified Portfolio Advisor who, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch or approved third-party investment managers’ strategies, funds or portfolios. He is a graduate of the University of New Mexico with a B.S. degree in Biology. He and his wife, Nancy, live in San Diego, CA, with their children, Jay and Jason. Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.* Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S, which it awards to individuals who successfully complete a CFP Board’s initial and ongoing certification requirements.* Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.