Michael is a Financial Advisor who joined the Wingate team in June 2022. He works with clients to develop personalized financial plans that help support their overall financial goals. He believes in working closely with clients to understand their concerns within their financial lives and how to best overcome them. His goal is to recognize each client’s financial objectives and create and implement recommendations to help them succeed in their wealth journey.
Prior to joining Wingate, Michael was a Financial Advisor at Boston Hill Advisors, LLC where he worked with individuals and families building comprehensive financial plans, communicating client investment strategies, and providing market outlooks.
Michael attended the University of Massachusetts, Dartmouth and was enrolled in the Charlton College of Business where he received his degree in Finance. He holds the Certified Financial Planning™ designation and a Series 65 investment advisor license. He also received a Financial Planning Graduate Certificate from the Bertolon School of Business at Salem State University and is a member of the Financial Planning Association of MA.
Michael resides in Peabody, MA with his fiancée and enjoys watching movies and listening to podcasts. He also loves playing with his family dog, Grayson, on the weekends and relaxing on the beaches of Cape Cod in the summer.