J.D., WEALTH PLANNER
SENIOR VICE PRESIDENT
Michael brings over 20 years of experience in delivering comprehensive wealth and financial plans to his clients of the Wealth Management Division. Michael has a diverse skillset which includes financial planning concepts, trust and estate planning, income and transfer tax planning, charitable planning and business succession. Prior to joining Seacoast Bank, Michael served as Senior Wealth Planner at Bank of America and Fifth Third Bank’s Private Banks. Michael has advised numerous high net worth families and business owners throughout Florida, helping preserve their wealth for multiple generations to come.
Michael received his Bachelor of Science degree in Finance/Economics from the University of Florida and his Juris Doctorate from Delaware Law School. Originally from Delaware, Michael has lived in Florida for almost 40 years, currently residing in Tampa Bay with his wife, two kids, cat and dog.
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit