Michael E. McGervey
Experience and Education
Michael advises clients through all stages of their lives, providing wealth management solutions including investment management, estate planning, tax planning and retirement forecasting. He also works with corporate executives on advanced estate planning strategies to maximize equity compensation while managing risk and tax implications.
Prior to joining Mariner Wealth Advisors, Michael served as both the director of research and wealth advisor at McGervey Wealth Management. While there, he was a resource to executives and business owners, assisting them in making proactive and informed personal financial decisions. He also sat on McGervey Wealth Management’s investment committee and was responsible for investment research as well as the execution of the firm’s portfolio strategies. Before that, Michael served as an investment research analyst for a highly regarded independent Wall Street firm, where he provided fundamental research on industrial companies for mutual funds and hedge funds.
Michael has a bachelor’s degree in finance from Baldwin Wallace University.
Away from the office, Michael enjoys traveling, playing golf, skiing in the West and boating around the islands of Lake Erie.