Margot Michalski is a Wealth Management Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management where she joined in 1998 as a Financial Advisor. She holds the designations of CERTIFIED FINANCIAL PLANNERTM(CFP®) professional and Chartered Retirement Planning CounselorSM(CRPC®) and has also earned her Series 7 and 66 FINRA registrations.
Margot started her career in finance in 1980 when she joined a major money center bank’s credit training program. She was a Commercial Banker for over a decade prior to becoming a Senior Financial Advisor at Merrill Lynch Wealth Management.
Margot is a Board Member of Abilis, a non profit organization that serves individuals with special needs and their families in the Greenwich/Stamford/Darien area. She is also a member of The Economic Club of New York; Network 20/20; and Chase Alumni Association. Her interests include advocacy for people with special needs, travel, art, theater, and outdoor sports.