Estate Planning Specialist
Michael Ziegler, MBA, CFP®

Michael has more than 35 years of experience in the financial services industry with the last fourteen of those years in the private wealth management/financial planning group at BNY Mellon N.A.  He assisted individuals and families identify investment, financial planning, and wealth management solutions (including the use of various types of trusts) to help them reach their overall financial and retirement goals.  

His other financial services industry experience was in the corporate and commercial banking segment, including several years in an investment banking group of a large commercial bank.  He also worked for a consulting company in New York where he was responsible for delivering seminars on interest rate and foreign currency risk management solutions.    

Michael received his bachelor of science degree from The Pennsylvania State University and also obtained his master of business administration degree from the same university.  He spent four years in the U.S. Navy from 1969 to 1973.  He has served on the board of directors for the Radnor Educational Foundation (a non-profit organization supporting a Pennsylvania school district) and he is a member of the Financial Planning Association.  

Education + Credentials
Pennsylvania State University
Master of Business Administration
Bachelor of Science
CERTIFIED FINANCIAL PLANNER™ Professional, NAPFA Associate
Activities. Affiliations. Accolades.
Contact
(706) 548-1025
michael@elwoodgoetz.com