Michael Woolfolk is the Resident Director and Wealth Management Advisor at Merrill, serving a select group of individuals, small businesses, and non-profit organizations in the Greater New York City area. He specializes in providing investment, retirement, and wealth management advice with a focus on family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, individual and corporate investment strategy, tax minimization, and retirement income. He holds a Bachelor's Degree from Portland State University, a Master of Business Administration (MBA) from Willamette University, and a Doctorate Degree from the Pennsylvania State University System. Additionally, he completed an Accredited Certificate Program at Harvard University. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Raised in Oregon with a love for the outdoors, Michael enjoys camping, football, golfing, hiking, skiing, and tennis. He is an avid college football fan and participates in community service through the Civil Air Patrol. His approach is to collaborate one-on-one with clients to develop personalized financial strategies designed to help them pursue their long-term goals.