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Money Doesn’t Have to Be Complicated

Meet Mick

 

Mick has over 25 years of experience in the financial services industry. His focus has been on helping individuals, families and small businesses plan and manage their diverse financial interests. Prior to his affiliation with Carson Wealth, Mick founded Strategic Wealth Partners, LLC, an independent wealth management firm located in Doylestown, PA. Nestled between Philadelphia and New York City, Strategic Wealth Partners served clients in the greater Delaware Valley and nationwide since its beginning in January of 2006. Prior to forming Strategic Wealth Partners, LLC, Mick was a Wealth Management Advisor at Merrill Lynch.

Mick is a graduate from Clarkson University in Potsdam, New York, with a Bachelor of Science degree in Marketing and Management, with a concentration in Finance. Throughout his career, Mick has placed a premium on providing excellent client service, and to that end, he has been a student of the industry and its practices. 

Professional designations that he holds include Chartered Retirement Planning Counselor from the College of Financial Planning, and Certified Investment Management Analyst from IMCA through the University of Pennsylvania, The Wharton School.

*Michael also offers advisory services through Cetera Advisor Networks LLC, a registered investment adviser.

 

Favorite food:

Pizza

Passions:

Spending time with family, golf.

Items on Mick’s bucket list:

Travel Europe and attend The Masters in Augusta, GA.

If Mick could meet anyone, past or present, it would be:

Jesus

Biggest accomplishment:

When she said, “I do!”

Favorite quotes:

“Life wouldn’t be so hard if we didn’t expect it to be so easy” – Mom

Best piece of financial advice received:

“Just because you can, doesn’t mean you should.”