Michael Carilli is a Vice President and Wealth & Portfolio Specialist at Steward Partners Global Advisory since October 2017, where expertise lies in delivering comprehensive wealth planning and investment strategies for diverse investors. Prior to this role, Michael served as a Financial Representative at Fidelity Investments from February 2016 to October 2017 and as a Registered Client Service Associate at Morgan Stanley Wealth Management from July 2013 to February 2016. Academic background includes an A.B. in Economics, complemented by a minor in Government and Legal Studies from Bowdoin College, along with a brief educational experience at the University of Glasgow in 2012.
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