As Executive Vice President of Private Wealth Management at Capital Wealth Advisors, Mike advises clients throughout the Carolinas in an effort to meet their planning and investment objectives.
Mike has over twenty years of experience in the financial services industry, with an emphasis on relationship management, wealth management, and retirement planning. Before joining Capital Wealth Advisors, Mike was Director of Business Development at The Burney Company from 2012 to 2018. Before Burney, he joined TD Ameritrade in 2009 as an investment Consultant and later as Workshop Director for Investools, a TD Ameritrade investor education platform. Prior to working at TD Ameritrade, Mike spent the earlier part of his financial career working at TIAA-CREF, Ameriprise Financial, Royal Alliance Associates, and Quick & Reilly.
Mike and his wife, Stacey, have been married for thirteen years and have two sons, ages eleven and eight. Mike leads a three-man adventure race team that competes across North Carolina in 6–24-hour races. These races include mountain biking, orienteering, and paddling. He also enjoys skiing, golfing, and spending time outdoors with his family.
Community Causes
- Board member of Unite Union, a non-profit focused on issues impacting upward mobility in Union County, NC, such as literacy, generational poverty, and hunger
- Active member and volunteer at Forest Hill Church
Education
- Bachelor’s in Business Administration and Management, Finance, University of North Carolina at Charlotte
Designations & Licenses
- Series 65
- Life, Accident & Health or Sickness