Michael Flatley

Vice President, Wealth Advisor
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Areas of Expertise

Goal Alignment
Tax Strategies
Asset Allocation
Retirement Planning
Estate Planning

Qualifications & Experience

  • BS in Finance, Fordham University
  • MBA in Finance with Designation in Entrepreneurship and Venture Initiation, Fordham University
  • Previous Wealth Manager of $3b at Deutsche Bank, largest portfolio in the firm’s U.S. wealth management division
  • Anthem Award for Humanitarian Action & Service for Books That Heal (non-profit), President & Founder
Mount Pleasant, SC

Media

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Words to Live By

Opportunities are like sunrises. If you wait too long, you miss them.
William Arthur Ward

Client Experience Professionals

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Team Members

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About

With nearly two decades of experience in finance and wealth management, Michael is dedicated to helping clients grow, manage, and protect their wealth through strategic, risk-adjusted investing. He ensures that his clients’ investments align with their long-term goals by combining deep market expertise with advanced technology, leveraging AI-driven stock selection and asset allocation to optimize portfolios. 

Prior to joining Farther, Michael managed approximately $3 billion in client assets as a senior equity portfolio manager, the largest portfolio in the firm’s U.S. wealth management division. He specializes in U.S. large-cap equities, trust asset management, and portfolio construction tailored to each client’s unique risk and return objectives. 

Michael is based in Mount Pleasant, SC, with his wife, their three-year-old daughter, and their dog. He is the Founder and President of Books That Heal, a nonprofit that helps children with cancer and other illnesses write, illustrate, and publish their own children’s books. In his free time, he enjoys running, traveling, and playing the mandolin.