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Michael Finley integrates his 16 years of experience in the financial services industry to ensure his clients are receiving the highest level of attention and benefitting from SVB Private scope of offerings. Mr. Finley enjoys getting to know his clients and developing suitable wealth management strategies designed for their unique investment and life goals.
Previously, Michael was a Client Advisor Associate with SVB Private supporting senior level colleagues with clients’ inquiries and the daily administration. Michael served in a similar capacity while he was a Senior Client Service Associate with Banyan Partners. Prior to joining Banyan Partners, Michael held the role of a Family Services Coordinator at GenSpring Family Offices for seven years where he was responsible for the unique servicing needs of ultra-high net worth clientele. Michael also has experience working as a Customer Service and Marketing Assistant for State Farm Insurance as well as a Trust Administrator for a national third party administrator of 401(k) plans.
Michael Finley graduated from Florida State University with a Bachelor of Science in Finance and currently holds the Series 65 license. Michael is a husband and father of two and enjoys spending time with his family at the beach, fishing, scuba diving and mountain biking.
The person named an investment advisor representative of SVB Wealth LLC (an SEC registered investment adviser). adviserinfo.sec.gov
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