A financial services professional with over 20 years of experience, I have served as an Edward Jones financial advisor since 2004. Prior to joining Edward Jones, I worked at Charles Schwab for five years as a financial advisor and branch manager, and spent two years with Hilliard Lyons as a financial advisor.
In order to better serve my clients, I have pursued numerous professional development programs, including a Certificate in Financial Planning (CFP) from Florida State University and the Certified Investment Management Analyst (CIMA) designation from the Wharton School of Business at the University of Pennsylvania. I earned my Master's degree from Seton Hall University and bachelor's degree from Central Michigan University.
I am a member of the Grosse Pointe Chamber of Commerce and the Grosse Pointe Business Network. I enjoy volunteering in our community and the city of Detroit.
I am married with four children and live in Grosse Pointe Park. I enjoy spending time on the water with my family boating, and watching our children's hockey, tennis and dance activities.
Through our branch's experience and leadership, we welcome working with individuals, families, business owners, executives and institutions - whether in rising, declining and turbulent markets. We believe we are well positioned to help you address your wealth management challenges and opportunities.
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Wealth Strategies
- Retirement Savings Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
My Personal Interests
- Community Outreach
Phone NumberMichael T Wharton at (313) 640-4288
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