Michael Mirando

• Engaged clients in discussions about market conditions, sound investing principles, financial planning, and wealth strategies for their personal situation.
• Successfully prospected, developed, and maintained a book of business at Merrill Lynch by uncovering new opportunities from assigned leads.
• Analyzed high net-worth clients' financial situations and goals, and recommended appropriate solutions from the Merrill Lynch spectrum of solutions.
• Conducted regular reviews of clients' financial plans to ensure that their goals were being met or adjusted accordingly.
• Developed and maintained knowledge of Merrill Lynch funds, products, and services. In addition, understanding the overall Financial Services industry and related legal, tax, and regulatory issues to help guide clients.
• Focused on enhancing relationships with Merrill Lynch high-net-worth clients by working to resolve complex service and investment needs.

• Created comprehensive financial plans for high net worth individuals, incorporating Investment Planning, risk management strategies, Retirement Planning, Tax Planning, Education & Family Planning, and Estate Planning.
• Researched market trends and conditions to provide insight on portfolio performance.
• Created customized reports detailing the performance of portfolios.
• Assisted with onboarding new clients by gathering information, preparing documents, and setting up accounts.
• Managed the preparation of error-free and organized client-facing documents for meetings with clients/prospects.

• Partner with financial advisors to expand their businesses from portfolio analysis and financial planning , account setup/management of new and exciting clients, and prospecting for clients looking to grow the their business