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Michael C

Series 65, Series 66, Series 63

Savannah, GA

Merrill

Michael Cardinal is a financial advisor at Merrill with Series 65, 66, and 63 licenses and two years of industry experience. His prior roles include positions at Bank of America, JPMorgan Chase, J.P. Morgan Securities, E*Trade, and Morgan Stanley. He has been involved with his own business, Cardinal Brothers, LLC, since 2020. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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