Michael Urbanski

Advisor at Edward Jones

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Credentials

CFP®, Series 66

Edward Jones logo

Firm

Edward Jones

Location

Palm Harbor, FL 34684-2712

Expertise

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance

Occupation focus

Founder/Business Owner

Work history

Edward Jones

2018 - Present (8 years)

Sears Outlet

2018 - 2018 (1 year)

Sears Outlet

2016 - 2017 (1 year)

GFY Capital Partners, LLC

2015 - 2018 (3 years)

University of West Florida

2012 - 2016 (4 years)

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