As Vice President of Private Wealth Management at Capital Wealth Advisors, Mike advises clients throughout the Carolinas and Georgia, in partnership with TD Ameritrade, to meet their planning and investment objectives.
Mike has over fifteen years of experience in the financial services industry with an emphasis on relationship management and financial education. Prior to joining Capital Wealth Advisors, Mike was Director of Business Development at The Burney Company from 2012 to 2018. Previous to 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 nine years and have two sons, ages seven and four. Mike leads a three-man adventure race team that competes across North Carolina in 6-24 hour races that include mountain biking, orienteering, and paddling. He also enjoys skiing, golfing and teaching his sons to fish.
- 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
- Bachelor’s in Business Administration and Management, Finance, University of North Carolina at Charlotte
Designations & Licenses
- Series 65