Michael J. Germano

SVP, Wealth Manager at Steward Partners

Michael Germano, IV, CFP®, ChFC® currently serves as Senior Vice President - Wealth Manager at Steward Partners Global Advisory, where responsibilities include delivering comprehensive wealth planning and investment strategies to a diverse clientele. Prior experience includes a tenure at Citi Personal Wealth Management as Vice President and Financial Advisor, specializing in wealth management and financial planning for affluent individuals and businesses. Michael holds certifications as a Certified Financial Planner, Chartered Financial Consultant, and Accredited Investment Fiduciary, and has additional experience in financial and insurance planning from positions at Northwestern Mutual and Washington Mutual. Academic credentials include a BSE in Entrepreneurial Management and a BS in Economics from The Wharton School and the University of Pennsylvania, respectively, complemented by an Honors Diploma from Dunmore High School.

Location

New York, United States

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