Michael Wallin Email & Phone Number
Managing Partner @ Financial Architects & Consultants, LLC
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Michael Wallin Location
- Franklin, TN, US
Michael Wallin Work
- Managing Partner @ (May 2015 - Present)
- Co-Founder @ PanthRex Asset Management, LLC (January 2016 - Present)
- Certified Financial Planner(TM) and Investment Advisor Representative @ Mountain Brooke Wealth Management, LLC (March 2006 - Present)
- Retirement Planning Expert and Annuity Specialist | Estate Planning Advisor, Tax Efficiency Specialist @ Mountain Brooke Wealth Management, LLC (March 2006 - Present)
- Investor Coach and Financial Educator | Commission and Fee-based Financial Planner, Wealth and Money Manager @ Mountain Brooke Wealth Management, LLC (March 2006 - Present)
- Retirement Income Specialist | Investment Coach and Planner @ Mountain Brooke Wealth Management, LLC (March 2006 - Present)
- President, Middle TN Chapter of Financial Planner Association @ (January 2014 - March 2018)
- Board Member of Middle TN Chapter @ (January 2013 - January 2014)
- Board Member of Middle TN Chapter @ (January 2012 - January 2014)
- Executive Vice President, Advisor Development @ Producers Equity Group, LLC (February 2006 - April 2015)
Michael Wallin Education
- Belmont University
Certification for Certified Financial Planner (TM) (Financial Planning and Services)
2008-2009 - Austin Peay State University
Bachelors of Business Administration (Marketing, Sales, and Finance)
1991-1993 - Chattanooga State Technical Community College
Business (Finance, Economics, )
1990-1991 - The University of Tennessee at Chattanooga
Business Administration and Computer Science
1989-1990 - Truett-McConnell Baptist College
Business Administration and Management (General)
1988-1989 - Gordon Lee Memorial High School
College Preparatory
1985-1988
Michael Wallin Skills
- Retirement Planning
- Retirement
- Fixed Annuities
- Financial Advisory
- Estate Planning
- Strategic Financial Planning
- Investments
- Wealth Management
- Life Insurance
- Wealth
- Financial Services
- Financial Planners
- Insurance
- Securities
- 401k
- IRAs
- Equities
- Finance
- Portfolio Management
- Recruiting
- Long-term Care
- Asset Allocation
- Investment Advisory
- Long Term Care
- Equity
Michael Wallin Summary
- Michael Wallin, based in Franklin, TN, US, is currently a Managing Partner at Financial Architects & Consultants, LLC. Michael Wallin brings experience from previous roles at PanthRex Asset Management, LLC and Mountain Brooke Wealth Management, LLC. Michael Wallin holds a 2008 - 2009 Certification for Certified Financial Planner (TM) in Financial Planning and Services @ Belmont University. With a robust skill set that includes Retirement Planning, Retirement, Fixed Annuities, Financial Advisory, Estate Planning and more. Michael Wallin has 1 emails and 2 mobile phone numbers on RocketReach.
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