Michael Sullum, CRPC®
Partner, Private Wealth Advisor — Boynton Beach, FL
Michael’s more than 20 years of experience in the securities industry ranges from working as a top proprietary trader with E*TRADE Financial to his current private wealth management practice. He works with professionals, business owners, and retirees on how to help effectively grow and protect their wealth. His clients reside in several different states across the country, as working with his clientele virtually has become extremely efficient. Michael is deeply focused on catering to each of his client's unique needs and implementing and managing their investment strategies and insurance solutions that are directly aligned with their goals. Whether it is diversified investment portfolio management or life insurance protection, Michael and his team take great pride in providing a much higher level of service, experience, and choice than people have experienced elsewhere.
Michael and his team employ a disciplined, structured approach to developing a comprehensive financial plan that meets their client’s unique needs, goals, and objectives. Through our open architecture platform, Michael utilizes some of the highest caliber investment strategies as well as a full range of best-of-breed products available in the industry today.
Michael holds the FINRA Series 7, 65, 63, and 55 securities registrations along with his life, health, and annuity license. He holds and maintains the CRPC® (Chartered Retirement Planning CounselorSM) designation and has achieved Partner status at Aegis Consulting.
Originally from Scranton, PA Michael moved on to graduate from the University of Delaware. He then worked outside of Manhattan as a proprietary trader before his move to Boynton Beach, FL. Michael, his wife Jennifer, and their children Carson and Sarah are avid fishermen who love the outdoors, hiking, swimming, snorkeling, traveling, and spending time with their family. They love the summers out West and plan on spending an increasing amount of time in their second home outside of Jackson Hole, Wyoming.