Mike is a Senior Vice President at Moran Wealth Management® with over 30 years of experience in Private Wealth and Investments. He holds a BA in political science/business management from Hartwick College and a JD from Albany Law School. A Certified Private Wealth Advisor® and retired attorney, Mike specializes in delivering high-quality financial advisory services, including investments, retirement, estate succession, philanthropy, and integrated wealth planning.
Mike began his career in New York as a partner at The Ayco Company, Goldman Sachs’ financial planning division. After 15 years, he moved to Orlando, FL, where he served in senior wealth advisory roles at Wells Fargo Private Bank and GenSpring Family Offices. In 2019, he joined Moran Wealth Management®.
Mike and his wife, Jodi, have four children and live in Naples. Passionate about music, theater, and sports, they enjoy golf, volleyball, basketball, pickleball, and tennis. Mike is active in the community, serving as a Planned Giving advisor on the Gulfshore Playhouse Board and volunteering with Habitat for Humanity. He has also held leadership roles with the American Red Cross and coached youth basketball for USA Basketball.
