ADVISOR BIO

Michael Mindes is a financial advisor at Robert W. Baird & Co. Inc. with over 15 years of experience in the financial services industry. Michael is a Certified Financial Planner (CFP) and holds Series 66, 7 and SIE licenses. Michael specializes in working with high-net-worth individuals, families, businesses, and institutions. Michael is passionate about helping his clients achieve their financial goals.

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ADVISOR BIO

Michael Hartman is a financial advisor with Morgan Stanley, based in Gilbert, Arizona. Michael has been in the financial industry since 2019, previously working at Charles Schwab & Co., Inc. Michael is registered in 53 states as a Broker/Dealer and 2 states as an Investment Advisor Representative. Michael is licensed to offer financial advice related to securities, as well as investment advisory services.

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ADVISOR BIO

Michael Hosmar is a registered investment advisor representative with Fisher Investments. Michael has been in the financial industry since 1987. Michael is currently licensed in Arizona and Texas. Michael has experience working with insurance companies, investment companies, charitable organizations, high-net-worth individuals, other investment advisors, pooled investment vehicles, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, state or municipal government entities, and sovereign wealth funds and foreign official institutions. Michael specializes in portfolio management for individuals, businesses, and investment companies.

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ADVISOR BIO

Michael Ritchie is a financial advisor at Morgan Stanley. Michael is a licensed securities professional with over 20 years of experience in the industry. Michael is also a registered representative in the state of Arizona and holds several licenses, including Series 6, Series 7TO, and Series 63. Michael is committed to helping clients achieve their financial goals through personalized financial planning, investment management, and wealth preservation strategies.

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ADVISOR BIO

Michael Timothy Clark is an investment advisor representative with over 5 years of experience in the financial services industry. Michael Clark is currently registered with Robert W. Baird & Co. Inc. in Arizona and California and has previously been registered with U.S. BANCORP INVESTMENTS, INC. in California. Michael Clark has a Series 6, 7, 63, and 65 license and is a Certified Financial Planner. Michael Clark specializes in working with a variety of client types including individuals, high net worth individuals, corporations and businesses, charitable organizations, and retirement plans.

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ADVISOR BIO

Michael Gavin Metts is a financial advisor with Morgan Stanley based in Scottsdale, Arizona. Michael has been a registered representative for over 40 years and has held various positions at different firms before joining Morgan Stanley. Michael's experience spans a wide range of industries, including banking, investment advising, and securities trading. Michael has experience working with individuals, families, corporations, and institutions, providing financial advice and investment management services. Michael's expertise includes securities, commodities, and futures.

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ADVISOR BIO

Michael Ray Wagner is a financial advisor with over 20 years of experience in the industry. Michael is currently registered with Robert W. Baird & Co. Inc. and has previously been registered with AIG Financial Advisors, Inc. and SunAmerica Securities, Inc. Michael is a licensed broker with Series 7, 31, 63 and 66 licenses. Michael specializes in providing financial advice and portfolio management services to a variety of clients, including individuals, businesses, and institutions. Michael is based in Phoenix, Arizona and has a strong understanding of the local market.

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ADVISOR BIO

Michaela E. Jenson is a registered representative with John Hancock Investment Management LLC. Michaela is licensed to offer securities products and services in Arizona and Massachusetts. Michaela is also licensed to offer investment advice in Arizona and Massachusetts. Michaela has been in the financial services industry since September 2016. Michaela has earned the Series 7 and SIE licenses. In addition to her role with John Hancock Investment Management LLC, Michaela is also employed as a server/bartender at The Hudson Eatery & Bar. Michaela has prior experience working at RSM US LLP, LaQuinta Inns & Suites, and John Hancock Investment Management Distributors LLC.

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ADVISOR BIO

Michaelle Martinez is an active investment advisor representative at Morgan Stanley. Michaelle has been in the financial services industry since July 10, 1993. In addition to her current role at Morgan Stanley, Michaelle has held previous positions at UBS INTERNATIONAL INC., UBS FINANCIAL SERVICES INC., and WACHOVIA SECURITIES, LLC. Michaelle is registered in 47 states and has a total of 47 approved state registrations. She is also registered with FINRA as an investment advisor representative. Michaelle has obtained the Series 63, Series 66, Series 7, and SIE licenses.

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ADVISOR BIO

Michelle Fleming is a financial advisor with Morgan Stanley. Michelle has been in the industry since February 15, 1990 and has worked for CITIGROUP GLOBAL MARKETS INC. and SMITH BARNEY SHEARSON INC. before joining Morgan Stanley. Michelle's registrations include Series 63, Series 65, Series 7, Series 8, Series 9, Series 10 and SIE. Michelle offers financial planning, portfolio management, and pension consulting services to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Michelle is registered in 53 states and 2 provinces.

SPECIALIZATIONS