CFPAIF

    Michael Kessel

    Senior VP - Investments

    Wells Fargo Advisors
    Boca Raton, Florida21 years experienceNo minimum minimum

    About Michael

    Michael Kessel is a Senior Vice President – Investment Officer at Wells Fargo Advisors and has more than twenty years of financial services experience. His clients, who consist of ultra-high net worth individuals, successful businesses owners, and multi-generational families, receive personalized adv... I believe managing significant wealth means understanding complexities, and our clients are backed by a team dedicated to navigating those challenges with precision.

    Areas of focus

    Credentials & background

    Designations

    CFPAIF

    Licenses

    Series 65Series 63SIESeries 7

    Education

    B.S. PENN STATE UNIVERSITY (20004)

    Clients served

    Business OwnersDivorceesSurviving SpousesWealthy FamiliesUltra High Net Worth IndividualsRetireesInheritorsHigh Net Worth Individuals

    Registered in

    Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Massachusetts, Minnesota, Missouri, Montana, New Jersey, New York, North Carolina, Ohio, Rhode Island, South Carolina, Tennessee, Texas, Virginia, Wisconsin

    The firm

    Wells Fargo Advisors