Michael Horlick | Wealth Advisor Dallas TX
Michael A. Horlick, CFP®, CPA, PFS, CFA

Michael A. Horlick, CFP®, CPA, PFS, CFA

Principal

  • Middlesex, NJ
  • How the World Really Works by Vaclav Smil
  • Abraham Lincoln, Joseph Stalin, and my dad
  • Get busy living or get busy dying.
  • Humility, sincerity, and giving

Financial Advisors

Michael Horlick is a wealth management financial advisor based in Dallas, TX.

Michael joined CAPTRUST in 2023 from Southern Wealth Management and serves as a principal. He oversees a wide range of client relationships, guiding them through decisions that impact their financial and non-financial lives. While the focus of these relationships is investment and tax planning, all areas of wealth management are covered.

Michael holds a Bachelor of Science and a Master of Accounting degree from the University of North Carolina at Chapel Hill. Outside of the office, he enjoys relaxing at home with his wife, Kris, as well as fishing, exercising, reading, eating, and cheering on the Tar Heels.

Education

  • Bachelor of Science and Master of Accounting degrees from the University of North Carolina at Chapel Hill

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Chartered Financial Analyst (CFA®)
  • Personal Financial Specialist (PFS)

Industry Involvement

  • Member, Dallas Estate Planning Council
  • Member, CFA Institute and CFA Society Dallas/Ft. Worth
  • Member, Financial Planning Association

Memberships

  • Co-Chair of Board, After-School All-Stars

News & Resources

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