Michael Cfp
SVP, Managing Director at Investors Trust Company | Raleigh, North Carolina, United States
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Michael CFP serves as the Senior Vice President and Managing Director at Investors Trust Company, where he leverages his 18 years of extensive experience in wealth management to lead a dynamic team of professionals in the Raleigh office. His role encompasses a broad spectrum of responsibilities, including business development, compliance oversight, and the management of profit and loss. Michael is dedicated to fostering strong investment management and trust relationships with high-net-worth individuals, multi-generational families, and philanthropic foundations, ensuring that each client receives tailored financial solutions that align with their unique goals and values.
Under his leadership, the office has seen significant growth in client acquisition and retention, driven by his strategic financial planning and analytical skills. Michael's expertise in trust services and wealth management allows him to navigate complex financial landscapes, providing clients with sound investment strategies that promote long-term financial health. He is also instrumental in the strategic corporate planning and budgeting processes, collaborating closely with the company’s President to align operational goals with overarching business objectives.
Michael's commitment to excellence is further reflected in his active participation on the Board of Directors, where he contributes insights that enhance governance and strategic direction. His business networking acumen has established valuable connections within the industry, positioning Investors Trust Company as a leader in wealth management services. With a focus on compliance standards and fiduciary responsibility, Michael CFP continues to set a high bar for service excellence, ensuring that the firm not only meets but exceeds the expectations of its esteemed clientele.
SVP, Managing Director at Investors Trust Company in June 2017 to Present
VP, Senior Fiduciary Advisor II at PNC in April 2012 to June 2017
Registered Representative at Wells Fargo Advisors in March 2010 to April 2012
Director of Finance at Habitat for Humanity in January 2008 to March 2010
Financial Advisor at Edward Jones in July 2005 to December 2008
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Team Building
Board of Directors
Trust Services
Analytical Skills
Account Administration
Trustee
Business Networking
Budgeting
Business Development
Team Management
Estate Planning
Trusts
Wealth Management
Investments
Portfolio Management
Strategic Financial Planning
Series 7
Financial Services
Financial Planning
Financial Analysis
Asset Management
Securities
Investment Advisory
Retirement
Equities
Finance
Financial Advisory
Investment Strategies
Asset Allocation
Wealth
Leadership
Management
Investment Management
Certified Financial Planner
CTFA
CFP
Risk Management
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Discover more about Investors Trust CompanyWhat is Michael Cfp email address?
Email Michael Cfp at [email protected] and [email protected]. This email is the most updated Michael Cfp email found in 2026.
What is Michael Cfp phone number?
Michael Cfp phone number is +19805222702 and +19199452600.
How to contact Michael Cfp?
To contact Michael Cfp send an email to [email protected] or [email protected]. If you want to call Michael Cfp try calling on +19805222702 and +19199452600. (updated on October 30, 2024)
What is Michael Cfp net worth?
Michael Cfp has an estimated net worth of $25,000 to $49,999
What company does Michael Cfp work for?
Michael Cfp works for Investors Trust Company
What is Michael Cfp's role at Investors Trust Company?
Michael Cfp is SVP, Managing Director
What industry does Michael Cfp work in?
Michael Cfp works in the Investment Management industry.
Michael Cfp Email Addresses
Michael Cfp Phone Numbers
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