Mike McGilvary, AIF®, Partner, Financial Advisor

Michael McGilvary has been an integral part of the Marzano Capital team since 2016. Michael began his career as a financial advisor in the Charlotte area with Edward Jones Investments before bringing his talents to Marzano Capital Group where he is now a Partner. He has with him, many years of experience in financial services, and provides counsel for clients in all areas of wealth management, retirement planning, estate investment planning, risk management, education funding, and employee/executive benefits. Michael is a native of the Clemmons community and a proud graduate of West Forsyth High School. He is also an alum of East Carolina University where he earned his B.S. in Business Administration and Finance and was a member of the Varsity Track and Field team. Michael earned his Accredited Investment Fiduciary® (AIF®) designation in 2020 and currently resides in Clemmons, NC with his wife, Kelly and Daughter Waverly. In his free time, he enjoys playing guitar and taking trips with his family.

Operation Dream Coach

With the first quarter of 2023 coming to a close, our team has had the opportunity to review with the many investors we work with

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Articles By Mike McGilvary, AIF®, Partner, Financial Advisor

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