Michael Holden, CFA, CFP®, CPWA®, ChFC®, CPFA™

Wealth Management Advisor, Senior Vice President

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Red Bank, New Jersey, United States

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Timeline
About me
Senior Vice President; Wealth Management Advisor
Education
- Yale School of Management
  2018 - 2019
  Wealth Management Theory and Practice
- Franklin & Marshall College
  2003 - 2007
  Bachelor's Degree
Experience
- Merrill Lynch Wealth Management
  Feb 2010 - now
  Wealth Management Advisor, Senior Vice President
  Michael holds:*CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.*ChFC® and Chartered Financial Consultant® are the property of The American College, which reserves the sole rights to its use, and is used by permission.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certifications marks or registered certifications marks of The College for Financial Planning Institutes Corp. in the United States.*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for wealth advisors.*CPFA, Certified Plan Fiduciary Advisor, awarded through the National Association of Plan Advisors.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. Show less
Licenses & Certifications
- Chartered Retirement Planning Counselor
  College For Financial Planning
  Apr 2010
- Chartered Financial Consultant
  The American College
  Oct 2017
- Certified Private Wealth Advisor
  Investments & Wealth Institute
  Mar 2019
- Retirement Accredited Financial Advisor
  Merrill Lynch Internal
  Jun 2017
- Personal Investment Advisor
  Merrill Lynch Internal
  Sept 2017
- Certified Plan Fiduciary Advisor
  NAPA National Association of Plan Advisors
  Apr 2018
- Certified Financial Planner
  CFP Board of Standards
  Feb 2012
- Chartered Financial Analyst
  CFA Institute
  Sept 2014
Honors & Awards
- Awarded to Michael Holden, CFA, CFP®, CPWA®, ChFC®, CPFA™
  Forbes "Best-in-State Wealth Advisors" - Apr 2024 Published on April 3, 2024. Rankings based on data as of June 30, 2023.**2024 Forbes "Best-in-State Wealth Advisors" list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK's rankings are available for client… Show more Published on April 3, 2024. Rankings based on data as of June 30, 2023.**2024 Forbes "Best-in-State Wealth Advisors" list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC. Show less
- Awarded to Michael Holden, CFA, CFP®, CPWA®, ChFC®, CPFA™
  Forbes "Top Next-Generation Wealth Advisors Best-in-State" - Aug 2023 *Source: The Forbes "Top Next-Generation Wealth Advisors" list, published annually July - Sept. Rankings based on data as of March 31 of current year.2023 Forbes "Top Next-Generation Wealth Advisors Best-in-State" list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1984 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on… Show more *Source: The Forbes "Top Next-Generation Wealth Advisors" list, published annually July - Sept. Rankings based on data as of March 31 of current year.2023 Forbes "Top Next-Generation Wealth Advisors Best-in-State" list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1984 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook's rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Past performance is no guarantee of future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Show less