As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together I can help you to preserve and grow your wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
- Centerville Optimist Club
- Hampton Village Homeowner's Association
- Catholic Social Services of the Miami Valley
- Financial Planning
- Asset Management
- Alternative Investments
- 401(k) Rollovers
- Corporate Retirement Plans
- 529 Plans
- Wealth Management
- Corporate Pension Funds
- Investment Policy Statements
- Defined Contribution Plans
- Estate Planning
- Lending Services
- BS - Finance, 1999
Wright State University
Raj Soin College of Business
- Financial Planning Specialist Designation
- Investment Management Specialist
- Alternative Investments Certification
- SB Advisor Certified
- UMA Certified
- Series 7 - General Securities Representative
- Series 66 - Combined Investment Advisory Agent & Uniform State Exam
- Series 31 - Managed Futures & Commodities
- Life, Health, Variable Annuity & Long Term Care Insurance Licensed
- Blue Chip Council - Smith Barney
- Century Council, 2008 & 2009
- Master's Council 2010 & 2011
- Cincinnati Magazine Five-Star Wealth Manager 2010, 2011, & 2012
- Present: Morgan Stanley*
Senior Vice President
Financial Planning Specialist
Investment Management Specialist /
- 2003: Morgan Stanley
Retirement Planning Specialist
I am very appreciative when existing clients introduce friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations. Please email a link to my website to anyone in your life that may be facing a life changing event, such as retirement or an estate planning issue. Morgan Stanley Smith Barney LLC and its Financial Advisors do not provide tax or legal advice.
Michael J. Abbinante holds the following registrations:
Securities Agent: AL, AZ, CA, FL, GA, IN, KY, OH, OK, TN, TX, UT, VA, WI;
General Securities Representative;
Investment Advisor Representative;
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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