Michael Sirgo
Senior Financial Advisor, First Vice President at Merrill Lynch Wealth Management | Hilton Head Island, South Carolina Area
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Michael Sirgo is a seasoned Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management, bringing over 25 years of extensive experience in the financial services industry to his role. Since January 2021, Mike has successfully managed a portfolio of over $140 million in entrusted assets, demonstrating his commitment to delivering personalized financial solutions that align with his clients' unique goals and aspirations. His expertise lies in crafting tailored investment strategies that prioritize liquidity needs, risk tolerance, and individual investment experiences, ensuring that each client feels secure and informed in their financial journey.
At the core of Mike's approach is a focus on behavioral finance and goals-based investment strategies, which allow him to understand the psychological factors influencing his clients' financial decisions. By leveraging comprehensive research from BofA Global Research, alongside insights from external sources, he strategically diversifies portfolios to optimize performance while mitigating risks. Mike's dedication extends beyond immediate financial planning; he emphasizes the importance of lifelong income streams and multigenerational wealth transfer, ensuring that his clients are well-prepared for retirement and can leave a lasting legacy.
In addition to his investment acumen, Mike is well-versed in business retirement plans, providing invaluable guidance to corporate clients seeking to enhance their employee benefits. His holistic approach and deep understanding of the financial landscape empower his clients to navigate complex financial decisions with confidence, making him a trusted partner in their wealth management journey.
Senior Financial Advisor, First Vice President at Merrill Lynch Wealth Management in September 2012 to Present
Financial Advisor at Morgan Stanley in June 2002 to September 2012
Financial Advisor at Salomon Smith Barney in January 1993 to May 2002
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Business Retirement Plans
Goals Based investment strategies
Behavioral Finance
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What is Michael Sirgo email address?
Email Michael Sirgo at [email protected]. This email is the most updated Michael Sirgo email found in 2026.
How to contact Michael Sirgo?
To contact Michael Sirgo send an email to [email protected].
What company does Michael Sirgo work for?
Michael Sirgo works for Merrill Lynch Wealth Management
What is Michael Sirgo's role at Merrill Lynch Wealth Management?
Michael Sirgo is Senior Financial Advisor, First Vice President
What is Michael Sirgo's Phone Number?
Michael Sirgo's phone (839) ***-*419
What industry does Michael Sirgo work in?
Michael Sirgo works in the Financial Services industry.
Michael Sirgo Email Addresses
Michael Sirgo Phone Numbers
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