Michael M. Welch

Background

About Michael M. Welch

Michael Welch has provided financial advice to clients for more than 20 years and has been with Morgan Stanley Wealth Management since 2001. His clients include high net worth individuals and families as well as corporations. Michael's training, experience, and professional contacts help create a tailored service experience for individuals and business entities. Michael is a Family Wealth Director & Senior Vice President of Wealth Management with the Welch Group at Morgan Stanley, which is comprised of 4 financial advisors managing over $1.6 billion in client assets as of December 2021. Since 1988, The Welch Group has focused on servicing the investment needs of high net worth individuals and corporations, specifically in relation to the implementation, education, and administration of employee stock option plans, stock purchase plans, control and restricted securities and Rule 144 transactions. Together Michael and his team have over 80 years* of investment experience. Michael and his wife Whitney live in San Diego, CA where they are active members of the community and parents of twin daughters and two sons. Areas of focus: Estate Planning Strategies, Retirement Planning, Philanthropic Services, Alternative Investments, Cash Management and Lending Solutions Skills: Series 7, Series 63, Series 65, Series 3, Comprehensive Financial Planning, Generational Wealth Transfer, Alternative Investments, Fixed Income Portfolio Management, Equity Compensation Strategies NMLS#: 1272792 CA Insurance License #: 0E66056 *Please see my team website, https://advisor.morganstanley.com/the-welch-group for details about the members, their functional titles and their individual years of experience.