Meet the Advisors Behind Making Dollars Making Sense: Michael McGilvary-Partner at Marzano Capital Group

A very wise saying goes like this: “Show me your friends, and I’ll show you your future.”  It’s no secret that people significantly influence our lives, and for Michael McGilvary, this truth is demonstrated.

For much of his childhood, Michael’s mother, Angela, worked for Marzano Capital Group so he was exposed to the industry at an early age.  After meeting Jon Marzano, Michael developed a great interest in the world of investments.  His circle of influence paved the way for his future career.

“Jon was a huge encouragement for me,” Michael shared.  “When I visited Mom at the office, I was very curious about investments, and he was incredibly patient with me – encouraging my interests.  Over time, I determined I wanted to follow in the same footsteps.  After college, I joined the industry in 2014, and two years later, I joined Marzano Capital Group.

“What I learned very quickly is that our business isn’t about numbers.  It’s really about relationships and trust.  I can input numbers all day long, but nothing gives me as much satisfaction as helping individuals and families.  You could even argue that Marzano Capital Group is in the relationship business; investments are just the vehicle we use to get there.”

Today, Michael is a partner in the firm.  His favorite kind of clients are the ones who reach out to him for financial advice and to learn about their options.  “I have a great deal of satisfaction in helping my clients make smart financial decisions.  I want them to be educated investors and serve as a resource for them!”

A native of Clemmons and graduate of West Forsyth High School, Michael has deep roots in the community.  “I love Clemmons.  Other than a short stint working in Charlotte and my time at East Carolina University, Clemmons has been home.  I think we have an incredible community, and I feel incredibly blessed to go to work every day to a job I love in a community that I have grown up with.”

His love for community is also demonstrated through his servant leadership.  Michael has been an active member of the Lewisville-Clemmons Chamber of Commerce Board of Directors since 2018. He served as President in 2020 and currently serves as the VP of Leadership Development.  “We have an amazing business community,” said Michael.  “I love connecting with others through the Chamber!”

Michael has been married to his wife, Kelly, since 2017, and together, they have a 17-month-old daughter, Waverly.  A committed family man, Michael loves spending time with his family, traveling, and pursuing fitness.  “In college, I participated in track and field, and so I still enjoy running, as well as mountain biking.  Beyond that, I enjoy playing guitar in my spare time.”

Michael specializes in helping his clients prepare for retirement, estate planning, wealth management, education funding, and risk management, but he also works with local businesses to build employee and executive benefits plans.

Marzano Capital Group is located at 2625 Neudorf Road, Suite 400 in Clemmons.  Call them at 336.766.0464 or visit them online at MarzanoCapitalGroup.com.  Also, be sure to like their page on Facebook.

 TWO FUN FACTS & A TIP

Michael McGilvary shares two fun facts and his best financial tip:

  1. If Michael could have any other career – he would have wanted to be a stand up comedian or a musician.
  2. Michael and his wife love to travel, but nothing beats the North Carolina coast for them, especially Ocean Isle.

MICHAEL’S TIP: ‘Don’t sweat the latte.’  In other words, don’t sweat the small purchases, but plan for the large ones.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance and Marzano Capital Group are separate entities from LPL Financial.

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