2 months ago
Never Say Never
The classic 1982 film Never Say Never Again marked Sean...
Principal,
Financial Advisor
Mike joined CAPTRUST from McQueen, Ball & Associates in 2019. He serves as a principal and financial advisor responsible for providing investment advisory services, financial planning, and comprehensive wealth management services to high-net-worth individuals, families, and institutions.
Prior to joining CAPTRUST, Mike served as director of financial planning at McQueen, Ball & Associates where he was responsible for trust and estate management, tax reviews, and comprehensive financial planning. He earned a Bachelor of Science degree in accounting and finance from DeSales University. Mike is also a certified public accountant and holds the CERTIFIED FINANCIAL PLANNER™ designation.
2 months ago
The classic 1982 film Never Say Never Again marked Sean...
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Investors entered the opening quarter of 2023 on the edge...
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In this edition of Investment Strategy, Sam Kirby of...
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