Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
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Credentials
Series 66
Firm
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Location
New York, NY 10036
Michael Krumholz is a Financial Advisor with Merrill Lynch Wealth Management, where he is a member of the OAKS Wealth Management Group since 2022. He brings three years of experience in the financial services industry, focusing on client areas such as college education planning, liquidity management, personal retirement planning, portfolio management services, and tax minimization. Michael works closely with clients to develop personalized wealth management strategies aligned with their individual goals.
Before entering the financial advisory field, Michael spent six years as a high school math and science educator with an emphasis on emotional wellness and relational education. An Austin native, he holds a Bachelor of Science degree from Tulane University. Michael holds the Personal Investment Advisor (PIA) designation and participates in the Shalom Austin Jewish Foundation, reflecting his commitment to community involvement.
Outside of his professional work, Michael enjoys spending time with his family, playing billiards, and rock climbing. His approach to advising is grounded in integrity, openness, and transparency, with a focus on building lifelong relationships through trust and a deep understanding of his clients' motivations.
Bank Of America, N.a.
2022 - Present (4 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2022 - Present (4 years)
Unemployed
2021 - 2022 (1 year)
Xavier Educational Academy
2016 - 2021 (5 years)
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