Michael coordinates each client’s overall experience with our team by working closely with Ira and Harrison Bauman. His dedication and industry knowledge have been instrumental in helping us provide our clients with a high level of personal, attentive and efficient service.
He works diligently to resolve any concerns, needs or issues they have, generally making their lives easier in any way he can. As a senior registered client service associate, he also assists the team in placing orders for clients, making him an notable resource in our office.
Michael holds Series 7 and 66 securities licenses.
Before joining Raymond James in 2016, Michael worked at Morgan Stanley in Manhattan as a banking and lending coach, registered client service associate and service associate. He earned a bachelor’s degree in accounting from Rowan University.
Originally from Fair Haven, New Jersey, Michael lives in Manhattan’s East Village. In his free time, he enjoys surfing, snowboarding, reading and spending time with family and friends. He is a First Degree Decided Black Belt in Taekwondo.
Raymond James does not provide tax services. Please discuss these matters with the appropriate professional.