Michael Ii
Financial Planner & Director of Investments at Northbrook Financial | Baltimore, Maryland, United States
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Michael II serves as a Financial Planner and Director of Investments at Northbrook Financial, where he leads a dedicated team in delivering comprehensive financial advisory services tailored to the unique needs of individuals, families, and business owners. With a strong foundation as a Certified Financial Planner, Mike leverages his expertise in investments, personal finance, and tax strategies to craft personalized financial plans that align with clients' goals and aspirations. His proficiency in navigating complex financial landscapes is further enhanced by his Series 7 and Series 66 licenses, which empower him to provide informed investment advice and facilitate a wide range of financial transactions.
At Northbrook Financial, Mike is currently spearheading several key projects aimed at enhancing client engagement and optimizing investment portfolios. One notable initiative involves the integration of advanced financial planning software that streamlines the advisory process, allowing for real-time scenario analysis and more dynamic investment strategies. This innovative approach not only improves the client experience but also positions Northbrook Financial as a forward-thinking leader in the industry.
In addition to his project leadership, Mike is deeply committed to educating clients about their financial options, ensuring they are well-informed and confident in their investment decisions. His holistic approach encompasses not just investment management but also tax optimization strategies, which are crucial for maximizing returns and minimizing liabilities. Through his unwavering dedication and expertise, Michael II continues to empower clients at Northbrook Financial to achieve financial independence and security, making a significant impact in their lives.
Financial Planner & Director of Investments at Northbrook Financial in May 2020 to Present
Financial Advisor & Director of Investments at Securian Capital of the Chesapeake in July 2018 to May 2020
Portfolio Analyst at Brown Advisory in April 2015 to June 2018
Sales Associate at Brown Advisory in June 2011 to April 2015
Junior Business Analyst at Brown Advisory in April 2010 to July 2011
Summer Intern at Stephen M. Ferretti Inc in June 2004 to August 2008
Summer Intern at Bank of America Securities in June 2006 to August 2006
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Certified Financial Planner
Series 7
Series 66
Investments
Personal Finance
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Discover more about Northbrook FinancialWhat is Michael Ii email address?
Email Michael Ii at [email protected]. This email is the most updated Michael Ii email found in 2026.
What is Michael Ii phone number?
Michael Ii phone number is +19566559476 and +17169128661.
How to contact Michael Ii?
To contact Michael Ii send an email to [email protected]. If you want to call Michael Ii try calling on +19566559476 and +17169128661. (updated on September 13, 2024)
What is Michael Ii net worth?
Michael Ii has an estimated net worth of $150,000 to $249,999
What company does Michael Ii work for?
Michael Ii works for Northbrook Financial
What is Michael Ii's role at Northbrook Financial?
Michael Ii is Financial Planner & Director of Investments
What industry does Michael Ii work in?
Michael Ii works in the Financial Services industry.
Michael Ii Email Addresses
Michael Ii Phone Numbers
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