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Michael J Wolfe started with Gleason Financial in 2009 and recently moved to our office, here in his hometown. Graduating from Allegheny College, in Meadville, Pennsylvania, he achieved a Bachelor of Arts Degree in Managerial Economics. While at Allegheny, Michael completed multiple internships, including a Volunteer Income Tax Assistance (VITA) Program. Outside of academics, Michael received multiple accolades in golf. Most notable being three-year team captain, three-time player of the year, and being selected to the 2008-2009 All-American team.
He is an Investment Adviser Representative with Equitable Financial Advisors. He holds both Series 7 and Series 66 Securities Registrations.
His areas of focus include retirement and insurance planning, as well as pension plan development. He has cultivated a strong relationship with teachers, state employees, and other pension-covered individuals.
Michael's hobbies include golf and music. He resides in Millcreek with his wife Rachel, son Cameron and daughter Reagan.
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY
212-314-4600), member
FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah
as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.