Michael Goldstein, Financial Advisor at Savant Wealth Management

Michael Goldstein

Financial Advisor at Savant Wealth Management | Vernon Hills, Illinois, United States

Profile last verified July 2026
Financial Services Verified Profile Vernon Hills, Illinois, United States Wheeling High School
Verified

Personal Email

***@gmail.com

Personal • High Confidence

Phone Number

847*****

United States • Mobile

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Michael Goldstein Socials
Michael Goldstein Work Experience

Financial Advisor at Savant Wealth Management in October 2022 - Present

Account Care Specialist / Retention at Stericycle in June 2020 - October 2022

Managing Director, Portfolio Manager, & Financial Planner at Addison Clark Wealth Management, LLC in April 2011 - October 2022

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Account Manager at Stericycle in July 2019 - June 2020

Government Account Relationship Manager at Grainger in June 2018 - July 2019

Account Manager - Management Groups at American Hotel Register Company in November 2013 - June 2018

Management Assistant at Enterprise in April 2011 - November 2013

Vice President -- Financial Advisor at Chase in September 2010 - April 2011

Vice President/Financial Consultant at Charles Schwab and Co in May 2007 - September 2010

Financial Advisor at Morgan Stanley in December 2003 - May 2007

Investment Associate at Morgan Stanley in May 2001 - November 2003

Sales & Marketing Internship at Merrill Lynch in August 2000 - April 2001

Michael Goldstein Education

Wheeling High School, General Studies, January 1993 to January 1996

Florida Atlantic University, Bachelor of Arts, January 1998 to January 2001

Harper College, Associates in Arts, January 1996 to January 1998

Michael Goldstein Skills
Wealth Management Investment Management Retirement Planning Investment Strategies Strategic Financial Planning Portfolio Management Securities Asset Allocation Alternative Investments Financial Planning Financial Advisory Investment Advisory Mutual Funds Account Management Sales Customer Service Separately Managed Accounts Investments Finance Management Leadership Asset Management Business Development Financial Services Banking Customer Relationship Management (CRM) Equities Risk Management Product Management International Business Development Purchasing Purchasing Negotiation Written Communication Bloodborne Pathogens Training DOT Regulations Business Strategy Entrepreneurship Communication Personal Finance Small Business Management Sales Management Corporate Finance Product Lifecycle Management Apple Numbers Strategic Planning Budgeting Financial Statements
About Michael Goldstein’s Current Company
Savant Wealth Management

At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people. With a full suite of financial services, we strive to provide unbiased advice, and continually refine our process to help you achieve your ideal future – whatever that looks like to you. Do you want to start or sell a business? Travel the world? Even if your ideal future is as simple as living comfortably in retirement, we’re here for you. Our Wise Counsel encompasses a wide range of services, such as investments, financial planning, tax management, estate planning, private trust, family wealth transfer, accounting services, and retirement plans. If you’re looking for a team dedicated to you and your family’s success, now and throughout your lives, visit us at www.savantwealth.com to find an office near you. We’d love to make a difference in your life. Savant Wealth Management is a registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.

Discover more about Savant Wealth Management
Michael Goldstein’s Colleagues
Meghan Shickgrindey

Meghan Shickgrindey

Rockford, Illinois, United States

Empowering Growth Through People Strategy | Ideal Futures Builder | Proud Mom | Talent Effectiveness & Acquisition Leader

Manager of Talent Effectiveness and Acquisition at Savant Wealth Management
(January 2025 – Present)

Steve Fuller

Steve Fuller

Greater Madison Area

Regional Director, Advisory for Savant Wealth Management

Regional Director for Advisory at Savant Wealth Management
(October 2024 – Present)

Edward Cruickshank

Edward Cruickshank

Lincolnshire, Illinois, United States

Owner, Team lead and Fiduciary Wealth Advisor at Savant Wealth Management

Owner and Wealth Advisor at Savant Wealth Management
(February 2020 – Present)

Julie Pipitone

Julie Pipitone

Rockford, Illinois, United States

Director of Talent at Savant Wealth Management

Director of Talent at Savant Wealth Management
(February 2021 – Present)

Dominick Parillo

Dominick Parillo

Washington DC-Baltimore Area

Director of Wealth Transfer at Savant Wealth Management

Director of Wealth Transfer at Savant Wealth Management
(March 2020 – Present)

Steven Graziano

Steven Graziano

Boston, Massachusetts, United States

Business Development

Financial Advisor at Savant Wealth Management
(September 2023 – Present)

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Frequently asked questions about Michael Goldstein

What is Michael Goldstein email address?

Email Michael Goldstein at [email protected], [email protected] and [email protected]. This email is the most updated Michael Goldstein's email found in 2026.

What is Michael Goldstein phone number?

Michael Goldstein phone number is 847-989-3998 and 212 893-6343.

How to contact Michael Goldstein?

To contact Michael Goldstein send an email to [email protected], [email protected] or [email protected]. If you want to call Michael Goldstein try calling on 847-989-3998 and 212 893-6343.

What company does Michael Goldstein work for?

Michael Goldstein works for Savant Wealth Management.

What is Michael Goldstein's role at Savant Wealth Management?

Michael Goldstein is Financial Advisor

What industry does Michael Goldstein work in?

Michael Goldstein works in the Financial Services industry.

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