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
- 2023 -now Senior Affluent Wealth Advisor @
- 2022 -2023 VP, Private Wealth Advisor at SVB Private @
- 2022 -2022 Director, Wealth Advisor @
- 2016 -2022 Client Advisor @
- 2014 -2016 Client Advisor Associate @
- 2013 -2014 Senior Client Service Associate @ Banyan Partners
- 2007 -2013 Family Services Coordinator @
- 2006 -2007 Office Manager and Administrative Assistant @ Buttelman & Strehlow Financial Services
- 2005 -2006 Customer Service Representative and Marketing Assistant @
- 2000 -2005 Trust Administrator @
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 3 emails and 2 mobile phone numbers on RocketReach.
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