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Michael C

Series 63, Series 65

Banner Elk, NC

Merrill

Michael Cromer is a Senior Vice President and Wealth Management Advisor at Merrill. He has been a Financial Advisor with Merrill since 2003 and began his career at UBS in 2001. Michael works closely with clients across the United States, providing personalized strategies and guidance to help them pursue their financial goals. His clients include executives, professionals, business owners, and retirees, and he invests deeply in understanding each client's unique situation to better support their ambitions. Michael's expertise encompasses aligning various aspects of wealth management, including investing, planning, savings, wealth transfer, and access to banking and lending through Bank of America. He holds a Bachelor's Degree from the University of North Carolina System and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Outside of his professional work, Michael enjoys golfing, cooking, and traveling.

Wealth management Retirement income strategy General retirement planning Social Security optimization College savings (529s, UTMA, etc.) Executive Founder/Business Owner Financial Professional Mid-Career Professionals Established Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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