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Michael Merlin
Michael Merlin
Founder, Merlin Wealth Management | Rockefeller Capital Management
Atlanta, Georgia, United States
Michael Merlin
Summary
Michael Merlin is a seasoned financial expert and founder of Merlin Wealth Management, based in Atlanta, Georgia. With over two decades of experience in wealth management, he specializes in investments, portfolio management, retirement planning, and strategic financial advisory services. Michael's approach is deeply consultative, focusing on understanding the unique needs and goals of each client, which has allowed him to build lasting relationships with high-net-worth individuals, entrepreneurs, and family businesses. His previous role as Managing Director at Morgan Stanley equipped him with the skills to navigate complex financial landscapes, ensuring clients achieve their financial objectives. Michael holds a Bachelor of Arts in Economics from Northwestern University, which laid the foundation for his analytical and strategic thinking. He is passionate about providing tailored financial solutions that empower clients to enjoy their wealth without worry. Michael is also committed to continuous learning and adapting to the evolving financial industry.
Michael Merlin
Work Experience
Founder, Merlin Wealth Management at
Rockefeller Capital Management
January 2020 - Present
Managing Director, Financial Advisor at
Merlin Wealth Management At Morgan Stanley
July 2018 - January 2020
Michael Merlin
Education
Northwestern University, Bachelor Of Arts (B.A.)
January 1993 - January 1997
Frequently Asked Questions about Michael Merlin
What is Michael Merlin email address?
Michael Merlin's primary email address is *******@rockco.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Michael Merlin work for?
Michael Merlin is a Founder, Merlin Wealth Management at Rockefeller Capital Management, a company specializing in Monetary Authorities-Central Bank.
Where Michael Merlin graduated from?
Michael Merlin holds a degree in Economics from Northwestern University.
How can I directly contact Michael Merlin?
To contact Michael Merlin directly, you can use the email address *******@rockco.com. Complete contact information is available upon registration with Muraena.
Who is Michael Merlin?
Michael Merlin is a seasoned financial expert and founder of Merlin Wealth Management, based in Atlanta, Georgia. With over two decades of experience in wealth management, he specializes in investments, portfolio management, retirement planning, and strategic financial advisory services. Michael's approach is deeply consultative, focusing on understanding the unique needs and goals of each client, which has allowed him to build lasting relationships with high-net-worth individuals, entrepreneurs, and family businesses. His previous role as Managing Director at Morgan Stanley equipped him with the skills to navigate complex financial landscapes, ensuring clients achieve their financial objectives. Michael holds a Bachelor of Arts in Economics from Northwestern University, which laid the foundation for his analytical and strategic thinking. He is passionate about providing tailored financial solutions that empower clients to enjoy their wealth without worry. Michael is also committed to continuous learning and adapting to the evolving financial industry.
Michael`s contact details
*******@rockco.com
Colleagues
Private Advisor, Managing Director
Vice President- Director of Operations
Associate Vice President, Client Associate
Managing Director, Head of Advisor Acquisition and Product Strategy
Managing Director, Private Wealth Advisor
Client Relationship Manager - Associate Vice President
Managing Director
Senior Vice President, Private Advisor
Associate Vice President | Corporate Controller’s Group
Digital Marketing Strategy, Vice President