Tel: (516) 743-3695
Mike has 13 years of industry experience and a comprehensive knowledge of financial planning. Mike takes the time to understand and identify the needs of his clients; and his vast knowledge allows him to customize a financial plan to those specific needs. His specializations include investments, estate planning, retirement planning, life insurance, Social Security and Medicare planning and other areas of personal financial planning. Mike graduated from The University of Delaware with a Bachelor of Arts Degree in Economics. His career includes positions at the New York Mercantile Exchange, AG Edwards, Stifel Financial, and most recently as a Managing Partner of TWL Wealth Advisory Group at Raymond James. As a Financial Advisor with Raymond James, Mike Holds his series 7, 9, 10, 63, and 65 licenses as well as his New York State Life and Health Insurance License. He lives in Rockville Centre, NY with his wife Lisa, and his two sons Joseph and Vincent. He is an active youth Lacrosse coach in his community, and he enjoys spending the free time he has with his family.
Raymond James is not affiliated with and does not endorse the services of Bacchioni & Company, CPAs. 1055 Franklin Ave, Ste. 200, Garden City, NY 11530‐2903 T 516.916.5164. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. TWL Wealth Advisory group is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Service, Inc, member FINRA/SIPC.