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Michael Joseph Mccormick

Advisor at Merrill — Hampton, NY

Updated today

Credentials

Series 65, Series 66

Experience

28 years

Location

Hampton, NY

Merrill logo

Merrill

Institution

Total advisors

25,558

Across 3,161 offices

Clients per advisor

70 Very Low

Avg AUM per client

$860,085 Very High

HNW client ratio

29% High

About

Michael Mccormick is an International Wealth Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies tailored to clients’ long-term goals, leveraging the investment insights of Merrill alongside the banking and lending services of Bank of America. His client focus areas include family wealth management strategies, institutional investment consulting, international wealth management, liquidity management, portfolio management services, and small business strategies.

Michael holds a Bachelor's Degree from Ohio Wesleyan University and is a Personal Investment Advisor (PIA). He is fluent in English, Spanish, and Portuguese, which supports his practice in international wealth management. In addition to his professional work, Michael participates in community volunteer efforts, embracing Merrill’s tradition of community involvement.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

Wealth management Private / alternative investments Business ownership considerations Liquidity event planning

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Fee options

Commissions

SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.

Location

See office

Hampton, NY

Hampton NY

Advisors at this office

1

Most active in

Florida · New York · Texas

Work history

28 years of industry experience

Bank of America, N.A.

2011 - Present • 15 years

New York, NY

Merrill

1998 - Present • 28 years

New York, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Andrew P

Series 65

Silver Bay, NY

Washington Peak Investment Advisors LLC

Andrew Parlin is the sole advisor at Washington Peak Investment Advisors LLC, holding a Series 65 credential with 12 years of industry experience. He has operated his independent advisory firm since 2016 and has been self-employed in financial services since 1999. Washington Peak Investment Advisors provides discretionary and non-discretionary portfolio management and separate-account advisory services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm’s investment approach emphasizes tailored equity allocations, including concentrated equity positions, ETFs, derivatives, and global exposures, informed by Parlin’s prior experience as a portfolio manager and global macro strategist at a hedge fund.

Concentrated stock management Wealth management
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Todd W

Series 66

Wells, VT

Vanderbilt Advisory Services

Todd Walker is a financial advisor with Vanderbilt Advisory Services, holding a Series 66 credential and having 21 years of industry experience. He previously worked at Financial West Group and operated FinancialCopy.com. Outside of advisory duties, he is a founder of Greenvest and serves as a board member of 4Winds Nature Institute. Vanderbilt Advisory Services serves a broad range of clients including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation using fundamental, technical, and charting analysis, and offers a variety of portfolio management and financial planning services, with a notable integration of retirement-plan and benefits firms.

Wealth management Active portfolio management Tax-loss harvesting General estate planning guidance
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Justin D

Series 63, Series 66

Center Rutland, VT

Empower Advisory Group

Justin Davis is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 66 licenses and has prior work experience at M&T Bank, Bank of America, and as a self-employed professional. Outside of advising, he is involved with the Precision Cheer Allstars Booster Club as a board member, helping with its formation and fundraising efforts. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and savings rates through single “point-in-time” financial plans and optional managed accounts.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Elizabeth D

Series 66

Castleton, NY

Equity Services, inc.

Elizabeth Despart is a financial advisor at Equity Services, Inc. with two years of industry experience. She holds a Series 66 designation and has previously worked at National Life Group. Outside of her advisory role, she is a general partner in Hang Time Drones, an aerial imagery company, and serves as president of DES Ventures, a consulting and real estate management business she operates with her husband. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently uses third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Income planning Founder/Business Owner Retired Executive

Shawn H

Series 63, Series 66

Fair Haven, VT

Edward Jones

Shawn Hadwen is a financial advisor with Edward Jones in Fair Haven, Vermont, holding Series 63 and Series 66 licenses and with 27 years of industry experience. He has been with Edward Jones throughout his career, joining the firm in 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Early retirement planning Wealth management Business ownership considerations Inheritance planning Founder/Business Owner
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Christine C

Series 66

Rutland, VT

Morgan Stanley

Christine Corbin is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2009, including six years at Morgan Stanley Private Bank, N.A. Prior to that, she worked at Citigroup Global Markets for one year. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that utilizes firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services through its Financial Advisors and Estate Planning Strategies Group.

General estate planning guidance
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