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Michael B
Series 66
Belle Mead, NJ
Merrill
Michael Barna is a Senior Resident Director at Merrill, where he serves dual roles as a Wealth Management Advisor and Resident Director of the Chester, NJ office. In his capacity as Resident Director, he supports, coaches, and mentors the Financial Advisors and associates in his office. As a Wealth Management Advisor, Michael works with business owners, senior executives, and multi-generational families, providing customized financial strategies and sustained advice. His areas of expertise include college education planning, corporate executive services, divorce transition planning, equity compensation services, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, philanthropic planning, and small business strategies. Michael holds several professional designations, including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his bachelor's degree from Seton Hall University. Michael is actively involved in his community as an Ambassador to the Princeton Mercer Regional Chamber of Commerce and as a Board of Trustee to the Somerset County Business Partnership. His personal interests include baseball, football, golfing, reading, spending time with his family, swimming, traveling, watching movies, and writing.
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