Michael Desclos works with successful individuals and families to help them manage and protect their assets. He also specializes in financial planning, using a holistic approach to help successful individuals create and monitor retirement plans.
Michael has more than 5 years of experience in the financial services and wealth management industries. Prior to his role as a Private Wealth Advisor, Michael worked directly with SVB Private clients as a Wealth Advisor Associate. He also worked closely with a team of Wealth Advisors assisting them in the day-to-day management of client portfolios. Before joining SVB Private, Mr. Desclos managed deposit relationships as a client service representative.
Michael holds the CERTIFIED FINANCIAL PLANNERTM certification and earned a BA in Economics from the University of Massachusetts, Amherst.
The person named an investment advisor representative of SVB Wealth LLC (an SEC registered investment adviser). adviserinfo.sec.gov
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