Merrill Lynch – Birmingham AMA – Answers in Action

March 3, 2015 / Gold, Sponsors /

Michael Prewitt is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been part of the Merrill team for over 3 years and active in the finance industry for nearly 11 years.

Michael takes great pride in working with individuals, families, and business owners on innumerable financial goals. Since the financial crisis in 2008, he is also expanded his practice by assisting high net worth clients with investment planning, wealth accumulation, and income strategies in retirement that outpace the cost of healthcare and inflation. Additionally, Michael specializes in estate planning for his clients in order to transfer wealth in the most tax efficient way to their heirs.

He holds Series 7, Series 66, Life and Health Insurance licenses, and is currently attaining designation of Chartered Retirement Planning Consultant (CRPC) and Certified Financial Planner (CFP). Michael attended the University of Alabama where he received a Bachelor’s degree in Finance. Originally from Tuscaloosa, Alabama, Michael has been a resident of Birmingham for over 10 years.  Recently married, he enjoys playing golf, playing music, and being active within the community in his free time.

For a free personalized consultation, please visit his website at: http://fa.ml.com/michael.prewitt