With more than 35 years of experience in the financial services industry, Michael Napolitano advises clients on a broad range of financial and retirement planning strategies. As a CERTIFIED FINANCIAL PLANNER™ professional with Raymond James & Associates, he focuses his attention to the unique needs and specific financial goals of each client.
Offering a wide range of investment services and alternatives, Michael is committed to helping clients achieve their financial goals. Specializing in asset allocation, investment management, and retirement planning, Michael is able to design investment portfolios tailored to the individual investor. He offers a comprehensive array of investment alternatives including stocks, bonds, mutual funds, CD’s, ETFs, annuities, and life insurance. Whether it's preserving family income, choosing a retirement plan, or building an investment portfolio for growth, Michael places the client’s needs first.
Before joining Raymond James as a Senior Vice President, Investments and Branch Manager in 2007, Michael worked at Wachovia Securities (currently Wells Fargo Advisors) for 12 years where he served as Branch Manager, Senior Vice President/Investment Officer as well as a Private Investment Management (PIM) portfolio manager. He also maintained the position of Vice President/Financia l Advisor with Smith Barney (1991-1995) and Financial Advisor at Ryan, Beck & Co. (1983-1991).
In 1992, Michael received the CERTIFIED FINANCIAL PLANNER™ certification from the College for Financial Planning, Denver, Colorado. Additionally, he maintains Life & Health Insurance licenses in addition to a Series 7, 8, 31, 63 and 65 securities licenses.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.