PROFESSIONAL PROFILE
With over 25 years of experience in the financial services industry, including 15 years experience as a Certified Public Accountant, CPA, Michael has dedicated himself to providing clients with the finest individually tailored approach to financial and investment strategies. Working with all of the available resources at Merrill Lynch, he provides clients with knowledge and proficiency in a wide range of services, including: portfolio development, liability management, retirement plans, tax minimization strategies, insurance, annuities, education plans, asset preservation, income generation strategies, lending, wealth transfer and more. "As a Financial Advisor, I am able to offer a deeper, more full-service and holistic approach to serving client's needs. I cannot offer tax advice."
Michael's first priority as a financial advisor is to listen to a client's specific goals and needs with a focus on forming long-term relationships to better assist you with all aspects of your financial life.
Michael graduated with honors from Bryant College in 1986 with a B.S. in Business Administration. He holds the designations of Chartered Retirement Planning CounselorSM(CRPC®), Certified Special Needs Advisor (CSNA), and Certified Divorce Financial Analyst (CDFA). He lives in Cromwell, CT with his son Christopher and daughter Danielle. He is an avid baseball, music, and theatre fan and enjoys traveling and spending time with his family. He is actively involved with the Bryant University Alumni Association, The Friends of Vintage Baseball League, in Hartford, and the Alzheimer's Association of CT. He is also a member of the TPC at River Highlands, in Cromwell.
Michael maintains the highest degree of professionalism. Confidentiality, ethics and a client’s privacy and trust are of utmost importance to him. If you have any questions about how he can help you, your family and/or small business strive towards financial freedom and success, please contact him directly at (860) 728-3534 or send an e-mail to michael_langlois@ml.com.