Meet Michael “Mick”
Mick has over 25 years of experience in the financial services industry. His focus has been on helping individuals, families and small businesses plan and manage their diverse financial interests. Prior to his affiliation with Carson Wealth, Mick founded Strategic Wealth Partners, LLC, an independent wealth management firm located in Doylestown, PA. Nestled between Philadelphia and New York City, Strategic Wealth Partners served clients in the greater Delaware Valley and nationwide since its beginning in January of 2006. Prior to forming Strategic Wealth Partners, LLC, Mick was a Wealth Management Advisor at Merrill Lynch.
Mick is a graduate from Clarkson University in Potsdam, New York, with a Bachelor of Science degree in Marketing and Management, with a concentration in Finance. Throughout his career, Mick has placed a premium on providing excellent client service, and to that end, he has been a student of the industry and its practices.
Professional designations that he holds include Chartered Retirement Planning Counselor from the College of Financial Planning, and Certified Investment Management Analyst from IMCA through the University of Pennsylvania, The Wharton School.
