Michael Viselli, CFP®, CWS®
As a Wealth Management Advisor, Michael specializes in advising high-net-worth and ultra-high-net-worth individuals and families to craft customized financial plans in the areas of investment management, wealth advisory, and trust planning. He is part of a team that collaborates with families and institutions to help preserve, protect and responsibly grow their wealth throughout the four financial phases of their lives.
Prior to joining First American Trust, Michael was a Vice President - Financial Consultant with Charles Schwab for more than 12 years specializing in complex financial planning and portfolio construction for high-net-worth and ultra-high-net-worth families. His experience in wealth management includes a broad knowledge of risk management, complex products, tax efficiency, retirement planning, income protection & generation, and estate planning. Michael received his Bachelor of Science degree in Finance & Economics from Fairleigh Dickinson University and holds the CERTIFIED FINANCIAL PLANNER™ and the Certified Wealth Strategist® designation. Michael has also held multiple security industry licenses including Series 7, 66, and New Jersey Life and Health.
Michael currently resides in southern New Jersey with his wife Kelly, their dog Charlie and their cat Ellie. A love for the outdoors, you will often find Michael spending time outside with family and friends cooking, playing golf, or sitting on the beach. Michael is involved with BUDS Buddy Walk and Special Olympics.