Michael Schiess

Background

About Michael Schiess

Mike is a Senior Vice President, Wealth Management Advisor in the Global Wealth Management division at Merrill. He started in the financial services industry in 1998 and works primarily with retirees and those who plan on retiring within the next five years. He focuses on tax efficiency, investment management and developing retirement income strategies. According to Mike,"Most financial advisors help their clients accumulate wealth over their working years, but very few understand how to plan for distributing those assets, tax efficiently, throughout a full retirement. We employ a disciplined wealth management planning process using specific tools designed to track income and expenses. The goal is to provide a worry free retirement for each client and their entire family." Mike received a bachelors degree in Business Management from the University of Dayton and holds the Series 7, 63, 66 FINRA registrations and Insurance Licenses. In 2001, he earned the CFP® certification which is awarded by the Certified Financial Planner Board of Standards, Inc.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S, which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.*Chartered Retirement Planning Counselor℠ and CRPC® are registered service marks of the College for Financial Planning.