When I was 20 years old, I had the opportunity to intern and work at Merrill Lynch when it was the largest branch for any financial services in the world. I was amazed with the speed of the business, the complexity of the business, and I really wanted to learn because I’d been investing stocks since I was 13. So, I always had some level of fascination with it.
Michael Carlin is known for helping his clients uncover and understand more about their financial situations than ever before, building meaningful relationships and helping them move forward. Michael handles a wide range of responsibilities including heading up the practice’s investment committee, making strategic decisions on how to move and change client portfolios and making sure the practice is meeting its fiduciary responsibilities.
Michael founded Wealth Management, LLC in Scottsdale in 2005. The Firm has become one of the most highly regarded independent wealth management practices in Arizona, and Michael has been named an Elite Adviser with Independent Financial Group seven times. In 2017, Wealth Management, LLC became Henry+Horne Wealth Management.
Before moving to Arizona, Michael founded CCR Wealth Management, LLC out of Boston. The firm quickly became one of New England’s largest wealth management practices and was named a Cetera Advisors/Pershing LLC Top Advisory Firm since 2004.
Outside of work, you can find Michael spending time with his kids. Every weekend he makes them pancakes or waffles from scratch with one of his favorite things – Vermont made maple syrup. He also loves to take his son fishing.
Bachelor of Administration in Marketing, George Washington University
School of Financial Planning, Boston University
Accredited Investment Fiduciary®
Life and Health Insurance Licenses
Securities Licenses: 7, 24, 63 and 65
Independent Financial Group of San Diego