Michael Starratt
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Michael Starratt is a Private Wealth Advisor at Merrill Private Wealth Management with over 35 years of experience in the investment industry, all with Merrill. He specializes in advising clients with complex investment needs, including business owners, their families, retirement plans, and non-profits. Michael focuses on guiding diverse groups toward common financial goals and is committed to transparency and straightforward investment approaches.
Michael holds a Bachelor's degree from the University of California, Berkeley, and maintains the Certified Investment Management Analyst® (CIMA®) designation. Throughout his career, he has been recognized for his expertise, including being named to Barron's Top Institutional Consultants list from 2015 through 2019. As of January 2026, he and his team advise on assets totaling over $3 billion.
Outside of his professional work, Michael volunteers with Ready To Succeed. He enjoys a variety of sports such as beach volleyball, paddleboarding, skiing, golf, swimming, and tennis. He lives with his wife, Betsy, and their three daughters.
Expertise
Wealth management
Active portfolio management
Business succession planning
Family Business
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
Executive
Work history
Bank Of America, N.a.
2011 - Present (15 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
1985 - Present (41 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Bret H
Series 66
Avon, CO
Edward Jones
Craig L
Series 66
Avon, CO
Lathram Financial Group, LLC
Bo P
CFP®, CFA®, Series 66
Avon, CO
Orographic Financial Advisors
Thomas L
Series 65
Avon, CO
Asset Strategies Group, LLC
Lesley S
CFP®, Series 63, Series 65
Avon, CO
Orographic Financial Advisors
Jose M
Series 63, Series 66
Vail, CO
GBM Wealth Management, Inc.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")