Michael FinleyDirector Wealth Advisor Private Client Group Wealth Management & Trust Florida
Michael Finley integrates his 16 years of experience in the financial services industry to ensure his clients are receiving the highest level of attention and benefitting from Boston Private Wealth’s scope of offerings. Mr. Finley enjoys getting to know his clients and developing suitable wealth management strategies designed for their unique investment and life goals.
Previously, Michael was a Client Advisor Associate with Boston Private Wealth supporting senior level colleagues with clients’ inquiries and the daily administration. Michael served in a similar capacity while he was a Senior Client Service Associate with Banyan Partners, which was acquired by Boston Private Wealth in 2014. Prior to joining Banyan Partners, Michael held the role of a Family Services Coordinator at GenSpring Family Offices for seven years where he was responsible for the unique servicing needs of ultra-high net worth clientele. Michael also has experience working as a Customer Service and Marketing Assistant for State Farm Insurance as well as a Trust Administrator for a national third party administrator of 401(k) plans.
Michael Finley graduated from Florida State University with a Bachelor of Science in Finance and currently holds the Series 65 license. Michael is a husband and father of two and enjoys spending time with his family at the beach, fishing, scuba diving and mountain biking.