Michelle M. Mayer is the founder and leader of MBA Private Wealth. With offices located in Naples, Boston, Washington, D.C. and Atlanta, Michelle directs a wealth management team that caters to the distinctive needs of ultra-affluent individuals and families. Michelle and her team deliver a holistic approach integrating and streamline multiple aspects of clients’ financial lives, helping families chart their paths forward in a thoughtful and deliberate manner.
Throughout her career, Michelle has focused on the needs and priorities of accomplished families. She has in-depth experience in retirement strategy, asset allocation, asset location, multi-generational trust and estate planning services, business succession planning, and tax-sensitive investment management and wealth transfer strategies.
Prior to joining Merrill Private Wealth Management, Michelle served as a Director at Barclays Wealth. Michelle also served as a Principal with Alliance Bernstein LP in Washington, DC. Michelle began her professional career in 1997 practicing law and trust and estate tax law with DLA Piper US LLP in Baltimore, Maryland.
Michelle holds a B.A. in German and Politics, Summa Cum Laude, from Wake Forest University and a J.D. from Georgetown University Law Center, where she was an Editor of The Tax Lawyer publication and focused on tax and business law.
On the national stage, Michelle is a frequent keynote speaker on matters pertaining to women’s investment concerns, as well as investment allocation and asset location strategies for wealthy families.
In her free time, Michelle enjoys competing in Ironman triathlons and growing heirloom tomatoes. She resides in Naples, Florida.
Barron's "America's TOP 1200 Advisors" list in 2019, 2020*
Forbes "America’s Top Women Wealth Advisors" list in 2018, 2019 and 2020.**
Forbes “Best-in-State Wealth Advisors” list in 2018, 2019 and 2020***
Working Mother/SHOOK Research’s “Top Wealth Adviser Moms” in 2017, 2018 and 2019****
1Asset allocation does not ensure a profit or protect against loss in declining markets.
2Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
*Source: The Barron's "Top 1,200 Financial Advisors" list, March 13, 2020. For more information about the selection criteria, go to http://details-he.re/kpyVu9 . Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. These rankings and ratings are not representative nor indicative of any one client's experience, future performance, or investment outcome and such rankings should not be construed as an endorsement of the advisor.
**Source: The Forbes "America's Top Women Wealth Advisors" list, April 21, 2020. For more information about the selection criteria, go to http://details-he.re/V5tDPQ . Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative or indicative of any one client's experience, future performance, or investment outcome, and such rankings should not be construed as an endorsement of the advisor.
***Source: The Forbes "Best-in-State Wealth Advisors" list, January 16, 2020. For more information about the selection criteria, go to http://details-he.re/cQUujC . Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative or indicative of any one client's experience, future performance, or investment outcome, and such rankings should not be construed as an endorsement of the advisor.
****Source: Working Mother/SHOOK Research's "Top Wealth Advisor Moms" list, October 3, 2019. For more information about the selection criteria, go to http://details-he.re/vD5zo4 . SHOOK Research is a trademark of SHOOK Research, LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client's experience, future performance, or investment outcome and such rankings should not be construed as an endorsement of the advisor.
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