Michaela P. Huelbig is a Vice President, Wealth Management Advisor, Certified Financial Manager and a Special Needs Advisor in the Washington, DC Merrill Lynch office.
Michaela is a Wealth Management Advisor who helps clients in areas of concentrated stock, Merrill Lynch investment platform including techniques for wealth transfer and alternative investments. Some or all alternative investments may not be suitable for certain investors. Michaela is a Certified Financial Manager who develops strategies to manage a client's financial life in total and recommends customized strategies to help that individual reach their goals. A Certified Financial Manager (CFM) designation, which is an internal Merrill Lynch self-study curriculum based on a variety of wealth management topics and a course exam. Michaela also offers strategies that address client's risk tolerance, time horizon, liquidity needs and overall investment goals.
Michaela is also a Special Needs Advisor who has a background and understanding of the issue at-hand and has been chosen by Merrill Lynch to work with families of children with disabilities.
Michaela joined Merrill Lynch in 1990. Michaela lives in Maryland with her husband Rich, and two children. She is active with the Fisher House Foundation (Bethesda-National Naval Medical Center), American Legion, Iona College Alumuni Association, Merrill Lynch Special Needs Program, American Cancer Society- Relay For Life, Mary of Nazareth Roman Catholic School, The Academy of the Holy Cross, St. John's College High School and the United States Merchant Marine Academy Parent's Association.