800-347-3539 x 215 Direct: 248-479-3074 email@example.com Territories: Across the U.S. Years in industry: 30 Education: Degree in finance and accounting from Northeastern University
Michael has more than 25 years of experience in financial services and capital markets. Before joining Flexible Plan Investments, Michael worked for 10 years as an institutional fixed-income sales trader before transitioning to the retail brokerage side. He has worked with some of the best-known names in the industry, including Morgan Stanley Smith Barney, Charles Schwab, and Fidelity. He leveraged his experience as an advisor to join MFS Investment Management, where he spent more than seven years as a mutual fund wholesaler. He has held the FINRA Series 7, 63, 65, 24, and 55 licenses.Michael served on the board of the John Winthrop School for Young Children, a nonprofit, early education school in Boston. He also volunteered as an activity leader for the nonprofit organization Horizon for Homeless Children. Michael lives in Oakland Township, Michigan, where he loves spending time with his wife, Melanie, and two children, Mairin and Michael. He enjoys cooking, good wine, boating on the lakes, and playing golf.
Provide advisors with document assistance, identify portfolio options for advisors and their clients, and offer regular webinars and seminars to help advisors build their practices.
248-642-6640 x 184 firstname.lastname@example.org Jennifer has been part of the Flexible Plan team since 2005.
Contact Jennifer to schedule a meeting with Michael
248-642-6640 x 171 email@example.com Barb has been part of the Flexible Plan team since 2000.
Contact Barb for answers on investment platforms and their required paperwork for new client accounts.
248-642-6640 x 131 firstname.lastname@example.org Laurie has been part of the Flexible Plan team since 1993.
Contact Laurie if you have service or billing questions about your existing client accounts.