Mike NeCamp, CRPC™, CPFA®
The University of Akron
Tell me more about Mike NeCamp, CRPC™, CPFA®?
Mike NeCamp, CRPC(tm), CPFA(r) is a highly experienced financial advisor with 15.1 years of work experience. He has a strong background in helping clients prepare for potentially challenging circumstances and provides personalized strategies to optimize their wealth. Mike is skilled in analyzing client needs and collaborating with CPAs and attorneys to ensure their financial goals are met. He is also a Chartered Retirement Planning Counselor (CRPC) designation, showcasing his commitment to helping clients achieve meaningful financial goals. Mike's expertise extends to building estate planning strategies for clients, including coordinating with CPAs and attorneys, and providing access to bank of America for equipment financing and other borrowing needs.
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About
My financial career has spanned four decades and generations of clients' families I serve today. I joined Merrill in 2008 to provide the research and resources that allow me to optimize their wealth in lasting ways. WHO DO I SERVE? Successful owners of family businesses and franchises, corporate executives, real estate developers, physicians, dentists, attorneys, retired couples and widows – in Ohio and nationwide. Looking forward with clients, I help them prepare for likely and unlikely circumstances. WHAT CHARACTERIZES MY APPROACH? • I want to understand in detail, where a client stands and where they want to go. What keeps them up at night? What gets them up in the morning? What do they envision ten or 30 years from now, for themselves and loved ones? From those answers, I craft personalized strategies that drive their next steps and mine. • Working collaboratively with clients. I offer input without dictating by respecting their decisions. • Doing the legwork for clients – evaluating an investment opportunity or succession plan, reviewing trust and life insurance documents, or researching long-term-care options, for example. • Building estate planning strategies for clients, often by coordinating with their CPAs and attorneys, and with specialists from Bank of America Private Bank. • Providing access to Bank of America for equipment financing and other borrowing needs – especially, on behalf of business owners and physicians. WHAT MAKES ME PROUD? • Helping clients pursue meaningful financial goals, without undue sacrifice to their lifestyles. • Serving clients as their lives evolve. I hold the Chartered Retirement Planning Counselor™ (CRPC™) designation from the College for Financial Planning Institutes Corp. • My wife, Beth, and our two awesome sons.
...See MoreWork Experience
First Vice President | Senior Financial Advisor
Senior Financial Advisor | First Vice President
Financial Services
Mike NeCamp, CRPC™, CPFA®'s Professional Milestones
- First Vice President | Senior Financial Advisor (2008-10-31~): Transformed financial consulting businesses through strategic planning and exceptional client service.
- Senior Financial Advisor | First Vice President (2008-10-01~): Guided financial teams, driving business growth, and achieving remarkable financial outcomes for the organization.
Education
Certification
Colleagues
Alok Tandon
Product Owner | Technical Business Analyst | Technical Project Manager | Certified Safe5 | Product Manager
Nick DiGiaimo
Owner
Patrick Jarin
Business Owner | Financial Advisor
Kirk Fleming Jr
Content Administrator | Certified Product Owner
Robert Alton
blackberry support at merrill lynch and owner hopewell basketball
Other Named Mike NeCamp, CRPC™, CPFA®
Frequently asked questions
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Mike NeCamp, CRPC™, CPFA® works for Merrill Lynch
Mike NeCamp, CRPC™, CPFA®'s role in Merrill Lynch is First Vice President | Senior Financial Advisor
Mike NeCamp, CRPC™, CPFA® works in the industry of Financial Services
Mike NeCamp, CRPC™, CPFA®'s colleagues are Alok Tandon,Nick DiGiaimo,Patrick Jarin
Mike NeCamp, CRPC™, CPFA®'s latest job experience is First Vice President | Senior Financial Advisor at Merrill Lynch
Mike NeCamp, CRPC™, CPFA®'s latest education in The University of Akron