Wealth Management Advisor

Michael Schmidt

Michael Schmidt

Seacoast Bank

CFA® (1), SENIOR VICE PRESIDENT AND SENIOR PORTFOLIO MANAGER

Michael manages investments for individuals, institutions, trusts, foundations and endowments. He has over 30 years of experience as an analyst, strategist, portfolio manager, trader and consultant formerly with Bank of NY and Wells Fargo.

Michael has published numerous articles covering economics, Monetary/Fiscal policy, security analysis and asset allocation. Michael is a member of the Educational Advisory Board and has taught graduate level prep courses to students preparing for the CFA testing. He served as a Chairperson and Arbitrator for FINRA's Dispute Resolution Board and has testified as an expert witness in cases regarding misconduct and mismanagement of assets. He earned an MBA from Loyola University of Chicago, and holds a Chartered Financial Analyst® (CFA) (1) designation. His local community commitments include the Leukemia Lymphoma Society, PBC Literacy Coalition, Financial Analysts Society and PBC Financing Committee.

(1) The Chartered Financial Analyst® (CFA) credential is the most respected and widely recognized investment management designation in the world.

Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Seacoast Bank and Seacoast Investments Services are not registered broker/dealers and are not affiliated with LPL Financial.

Not FDIC Insured - Not Bank Guaranteed - May Lose Value - Not Insured by any Federal Government Agency - Not a Bank Deposit

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Four Promises. One Goal.

At Seacoast Bank, everything we do is based upon core beliefs summarized in the Four Promises we make to you. When you entrust your banking to us, we promise to:
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Get you comfortable with the right products and the right team to serve you
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Make your day-to-day banking simple
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Resolve out-of-the-ordinary items responsively
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Invest in you and your community