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Michael Merlin

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Michael Merlin

Founder, Merlin Wealth Management | Rockefeller Capital Management

Atlanta, Georgia, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Michael Merlin

Work Experience

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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

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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

mail

*******@rockco.com

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Scott Spieth

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Senior Vice President, Private Advisor

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Shannon Bergstrom

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