Michael Finley Email & Phone Number
Senior Affluent Wealth Advisor @ First Citizens Wealth
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Michael Finley Location
- Hobe Sound, FL, US
Michael Finley Work
- Senior Affluent Wealth Advisor @ (April 2023 - Present)
- VP, Private Wealth Advisor at SVB Private @ (April 2022 - April 2023)
- Director, Wealth Advisor @ (April 2022 - June 2022)
- Client Advisor @ (June 2016 - April 2022)
- Client Advisor Associate @ (October 2014 - May 2016)
- Senior Client Service Associate @ Banyan Partners (October 2013 - October 2014)
- Family Services Coordinator @ (June 2007 - July 2013)
- Office Manager and Administrative Assistant @ Buttelman & Strehlow Financial Services (March 2006 - May 2007)
- Customer Service Representative and Marketing Assistant @ (September 2005 - March 2006)
- Trust Administrator @ (June 2000 - September 2005)
Michael Finley Education
- Florida State University
Bachelor's degree (Finance, General)
1998-2000 - Palm Beach Community College
Associate of Arts (A.A.) (Business Administration and Management, General)
1995-1998
Michael Finley Skills
- Financial Advisory
- Investment Strategies
- PowerPoint
- Investments
- Risk Management
- Microsoft Excel
- Banking
- Accounting
- Finance
- Investment Management
- Loans
- Insurance
- Retirement Planning
- Wealth Management
- Mutual Funds
Michael Finley Summary
- Michael Finley, based in Hobe Sound, FL, US, is currently a Senior Affluent Wealth Advisor at First Citizens Wealth. Michael Finley brings experience from previous roles at SVB Private and Boston Private Wealth LLC. Michael Finley holds a 1998 - 2000 Bachelor's degree in Finance, General @ Florida State University. With a robust skill set that includes Financial Advisory, Investment Strategies, PowerPoint, Investments, Risk Management and more. Michael Finley has 2 emails and 2 mobile phone numbers on RocketReach.
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