Michael Bagley
Wealth Management Advisor@ Merrill Lynch
Omaha, Nebraska, United States
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Michael Bagley is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management in Omaha, Nebraska. With over 40 years of experience in the Financial Services Industry, he offers a disciplined process that focuses on personal and family retirement. Michael is a Certified Financial Planner Board of Standards, Inc., offering comprehensive services such as regular client contact and account reviews. He is a Certified Financial Planner Board of Standards, Inc., which provides clients with comprehensive financial advice and guidance. Michael's expertise and commitment make him a valuable asset in the field of wealth management.
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Emails and Phone Numbers

@gmail.com
@ml.com
+1 646855****
+1 402473****
+1 866706****
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About

The Ethen/Bagley Group focuses on helping individuals and families achieve the retirement they envision. Our team understands that retirement brings not only hopes and ambitions, but also fears and concerns. Due to increased longevity, many people will spend not just years, but decades in retirement and may have increased responsibilities for both parents and children. Our team offers a disciplined process that is based on your unique goals and temperament towards financial risk to help you manage your wealth. Our advice and counsel will help you achieve financial freedom and remove some of the stress and uncertainty of retirement. With over 40 years of combined experience at Merrill Lynch Wealth Management, our team gives you access to the significant resources which have made Merrill a household name. We have a client service commitment that includes regular contact and a full explanation of all investments.Mike Bagley is a Wealth Management Advisor and Senior Vice President. He has been in the Financial Services Industry since graduating from the University of Nebraska at Lincoln in 1998 with majors in both Finance and Marketing. He joined Merrill Lynch Wealth Management in 2003 as a Financial Advisor. Mike is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Mike is responsible for providing our clients world-class service including regular client contact and account reviews.Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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Work Experience

2 World Financial Center, New York, NY, 10281, US

Financial Services

35974
Phone
+1 2077532602

Michael Bagley's Professional Milestones

  • Wealth Management Advisor | First Vice President (2003-06-01~): Secured significant financial growth through strategic guidance and personalized investment strategies.
  • Wealth Management Advisor | Senior Vice President (2003-06-01~): Transformed wealth management operations to foster sustainable growth and achieve exceptional financial outcomes.
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