Michael S.

Background

About Michael S.

With two decades of experience in the financial services industry, I serve as a First Vice President-Investments at Wells Fargo Advisors and hold the Series 7, 63, and 65 securities registrations. I serve a select group of clients by providing them integrated wealth management and planning services through a full balance sheet management approach. Rather than focus on a single aspect of a client’s financial life, I provide advice that is cohesive within a family’s larger holistic financial picture. My practice values the well-being of our clients above all else and strives to understand each client’s unique financial needs and family dynamics. The foundation of my work is in giving objective, client centric advice with steadfast integrity – I am privileged to be the steward of our clients’ money. I see myself as a lifelong learner who holds himself to a high professional standard and believes strongly in striving for work-life balance, something that I would like to impart to my clients as well. In my free time, I enjoy traveling (something I hope to do a lot more of as my bucket list is global and long), extensive reading, desert gardening, and fitness training. My wife and I make our home in Phoenix, AZ. Please visit my website for further information about my practice. Thank you for joining me on LinkedIn, where my objective is to share meaningful information and be a resource for each of you. This information is intended for use by residents of AZ, CA, CO, CT, DC, FL, HI, MA, MD, ME, MN, MS, NC, NJ, NV, NY, OH, PA, SD, TN, TX, VA, WA, WI, and WY only. CA Insurance Producer License #0M21764 Resident State: AZ Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social