Michael Roach CFP®

Portfolio Specialist

Michael is a Portfolio Specialist responsible for analyzing financial statements and offering guidance in positioning asset managers in client portfolios.  Michael has worked as a Financial Advisor and Sales Supervisor in Wealth Management for over 16 years. He has held positions at Merrill Lynch, Fidelity Investments, and TIAA. He graduated from the University of South Carolina where he earned a BA in Economics, is a Certified Financial Plannercertificant, and has the FINRA Series 7, 63, and 65 licenses.

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