Michael Magee

Background

About Michael Magee

As a Financial Advisor at Merrill Lynch Wealth Management, I draw on my roots in a blue-collar, small-business family to guide clients toward financial success. Inspired by my grandfather, a respected investment banker, I'm passionate about building strong client relationships and helping individuals plan for their future with confidence. I serve business owners, executives, pre-retirees, young professionals building wealth, and those with inherited assets. My planning-based approach focuses on understanding clients' goals, concerns, and cash flow needs. As their "financial point guard," I provide tailored advice on investments, real estate decisions, business transitions, and more, always encouraging open dialogue. I joined Merrill for the opportunity to work directly with clients, offering access to Bank of America's lending solutions and collaborating with CPAs and attorneys on tax and estate planning strategies. I'm proud to lead a proactive team that delivers detailed analysis and customized strategies using Merrill's proprietary tools. Nothing is more rewarding than making a meaningful impact on clients' lives and earning their trust, often reflected in the referrals they share.*NMLS ID: 2049590 *Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.