“I love what I do because we provide meaningful guidance to our clients as they navigate their financial lives, and we help them achieve their long term goals.”
As a Wealth Advisor, Michael partners with the Wealth Management team to help clients with comprehensive financial plans, investment analysis, insurance, and estate planning, business exit planning, and retirement plan administration.
Prior to joining the Wealth Management team, Michael gained experience in other aspects of the financial services industry as a tax preparer and a business development representative. He also has experience as a medical scribe at Sentara Williamsburg Emergency Department. In addition to his Certificate in Financial Planning (CFP®), Michael holds the Series 65 license and received his Bachelor of Science in Business from Mount St. Mary’s University.
He enjoys watching and playing all sports, spending time with friends and family, and supporting the local D.C. professional sports teams.
Insights Authored by Michael Maglieri, CFP®