Senior Wealth Planner@ Merrill Lynch
Greensboro, North Carolina, United States
Michael Forsyth, CRPC®
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FlashIntel GPTMichael Forsyth, CRPC(r), is a passionate personal finance professional with 17.7 years of experience. He specializes in investments, investment planning, trust management, estate and retirement planning services, and customized wealth planning. Based in the United States, Michael is a graduate of the University of North Carolina at Greensboro with a bachelor's degree in finance. He holds the Chartered Retirement Planning Counselor designation and has extensive experience working with families with special needs. Michael's expertise lies in providing personalized wealth management planning and investment advice to clients.
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About
I am proud to have joined the Norman & Young Group in 2008. I am a passionate personal finance professional that serves as part of a wealth management team. We provide customized wealth management planning along with investment advice and guidance to help clients pursue and achieve their goals. My belief in client service and proactive communication helps me to better understand clients' expectations and aspirations in the pursuit of their dreams. I am a graduate of the University of North Carolina at Greensboro with a bachelor's degree in finance. I hold the Chartered Retirement Planning Counselor℠, CRPC® designation. Through my professional and community involvement, I have extensive experience working with families whose children have special needs. I reside in Kernersville with my beautiful wife, Kaitlin, our daughter, Haley, and our son, Cooper. *The College for Financial Planning Institutes Corp. Owns the service marks Chartered Retirement Planning Counselor℠, CRPC®, and the CRPC® logo, and the certification marks Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo.
...See MoreWork Experience
Senior Wealth Planner
Investment Associate
Investment Associate
Financial Services
Michael Forsyth, CRPC®'s Professional Milestones
- Investment Associate (2008-09-01~): Provided guidance and guidance to investors, helping them successfully track their investment portfolio for positive returns.
- Investment Associate (2008-09-01~): Achieving high portfolio returns through careful analysis and effective risk management techniques.
Skill
Investments
Investment Planning
Trust Management
Estate And Retirement Planning Services
Customized Wealth Planning
Customized Wealth Strategies
Goal Based Wealth Management
High Net Worth Wealth Planning
Multigenerational Wealth Planning
Certification
Colleagues
Alok Tandon
Product Owner | Technical Business Analyst | Technical Project Manager | Certified Safe5 | Product Manager
Nick DiGiaimo
Owner
Kirk Fleming Jr
Content Administrator | Certified Product Owner
Christine Thibault
Small Business Owner
Robert Alton
blackberry support at merrill lynch and owner hopewell basketball
Other Named Michael Forsyth, CRPC®
Frequently asked questions
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Michael Forsyth, CRPC®'s social media include: Linkedin,
Michael Forsyth, CRPC® works for Merrill Lynch
Michael Forsyth, CRPC®'s role in Merrill Lynch is Senior Wealth Planner
Michael Forsyth, CRPC® works in the industry of Financial Services
Michael Forsyth, CRPC®'s colleagues are Alok Tandon,Nick DiGiaimo,Kirk Fleming Jr
Michael Forsyth, CRPC®'s latest job experience is Senior Wealth Planner at Merrill Lynch
