Michael Stern

Michael Stern is a Registered Investment Adviser who began his Financial Services career with Merrill Lynch. A 20-year resident of Arlington, MA, Michael has two children in Arlington Schools, is a Town Meeting Member, and is a member of the Board of Directors for the Arlington Chamber of Commerce. A graduate of the University of Texas at Austin, Michael holds the Series 65 Investment Adviser license and is a graduate of Bryant University’s Financial Planning program. Michael specializes in working with individuals, families, and small businesses on their education, retirement, and wealth management needs.