Talk to sales Try for Free
Michael Guthrie, CIMA®

Michael Guthrie, CIMA®

Associate Vice President- Financial advisor

Followers of Michael Guthrie, CIMA®3000 followers
location of Michael Guthrie, CIMA®Stow, Massachusetts, États-Unis

Connect with Michael Guthrie, CIMA® to Send Message

Connect

Connect with Michael Guthrie, CIMA® to Send Message

Connect

  • Timeline

  • About me

    Financial Advisor

  • Education

    • Boston College High School

      1989 - 1993

    • The Wharton School

      -
      Certified Investment Management Analyst (CIMA®) designation

    • Providence College

      1993 - 1997
      Bachelor of Science Management/Finance

  • Experience

    • Morgan Stanley Wealth Management

      Sept 1997 - Jan 2004
      Associate Vice President- Financial advisor

    • BlackRock

      Jan 2004 - Jan 2012
      Vice President-External Wholesaler

    • Russell Investments

      Jan 2014 - Jan 2017
      Regional Director

    • Citizens Investment Services

      Jan 2017 - Mar 2020
      Vice President, Financial Advisor

    • Northwestern Mutual

      Mar 2020 - Oct 2023
      Financial Advisor

    • SHP Financial

      Oct 2023 - now
      Financial Advisor - SHP Financial

  • Licenses & Certifications

    • Life and Health Insurance License

      Massachusetts Division of Life and Health Insurance Licensing

    • Series 63

    • Series 65

    • Series 7

    • Certified Investment Management Analyst (CIMA)

      Investments & Wealth Institute
      Nov 2008

  • Volunteer Experience

    • President/Head Coach

      Issued by Nashoba Youth Football and Cheer on Jan 2012
      Nashoba Youth Football and CheerAssociated with Michael Guthrie, CIMA®