Franklin Legacy Financial
Michael has over 20 years of experience working in the financial services industry. Prior to founding Franklin Legacy Financial, he was a Client Services Representative with BNY Mellon/Pershing in Asset Services and Global Clearances servicing institutional clients. Prior to BNY Mellon/Pershing, he was with CNL Securities Corp. as a Sales Relations Representative helping his team to deliver alternative investment solutions such as real estate investment trusts, private placements, and mutual funds to broker/dealers. Prior to CNL Securities Corp. Michael was a financial advisor with UBS Financial Services, Inc.
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- Meet Michael
- Useful Websites
- Financial Calculators
- Blog
Sentiment Analysis
He has always been professional in his approach as a financial advisor and is very knowledgeable about investments and investment vehicles.
Franklin has been able to help me tremendously in getting my finances in order and gave me a clear financial plan so I know where I stand and what I should be doing to make sure I am on the right path for retirement.
I receive a LOT of advice from Michael and refer ALL of my real estate clients to him because I am sure he will get a complete understanding of what their financial goals and needs are and will be patient and diligent with them in helping them create a flexible plan to achieve them.
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