Michael Edwards
Raleigh, North Carolina,United States
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Michael Edwards is a highly experienced and credentialed financial advisor dedicated to helping individuals, families, and business owners achieve their long-term financial goals. With the prestigious Certified Financial Planner™ (CFP®) designation, Michael offers comprehensive financial planning services, including retirement planning, investment management, estate planning strategies, risk management, and tax optimization. Furthermore, as a Certified Exit Planner (CExP™), he possesses specialized expertise in guiding business owners through the complex process of planning and executing a successful business exit, ensuring they maximize value and transition smoothly into their next chapter. Michael is committed to building lasting relationships based on trust and transparency, always placing his clients' best interests first by adhering to a fiduciary standard. He is passionate about demystifying financial concepts and empowering clients to make informed decisions about their future.
Professional Summary
Michael Edwards's work history includes a series of influential roles in various companies. Here is a detailed list of his professional journey:
Notable Achievements
Certified Financial Planner™ (CFP®) Designation
Achieved the gold standard in financial planning certification, demonstrating expertise in financial planning, risk management, investments, tax planning, retirement planning, and estate planning. This designation requires rigorous examination, experience, ethics, and ongoing education.
Certified Exit Planner (CExP™) Designation
Earned the CExP™ designation from the Business Enterprise Institute (BEI), specializing in creating comprehensive exit strategies for business owners. This certification focuses on helping owners build valuable and transferable businesses and plan for a successful life after their business.
Keynote Speaker at Regional Business Owner's Summit
Invited as a keynote speaker to address business owners on the critical aspects of succession planning and maximizing enterprise value ahead of a sale or transition.
Published Author on 'Retirement Readiness for Entrepreneurs'
Authored a well-received article series in a prominent local business journal focusing on unique retirement challenges and opportunities for entrepreneurs.
Educational Background
Master of Trust and Wealth Management, Finance
Campbell University - Year 2006
Trust Certification - The Southeastern Trust School
Campbell University - Year 2006
BS in Business Management
University of North Carolina Wilmington - Year 1995
Heckerling Institute on Estate Planning
University of Miami
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Company Overview
First Citizens BankFirst Citizens Bank, officially First Citizens BancShares, Inc., is one of the largest family-controlled banks in the United States, founded in 1898. Headquartered in Raleigh, North Carolina, it offers a comprehensive range of financial services to individuals, businesses, and professionals, including banking, lending, wealth management, and insurance. In 2023, First Citizens significantly expanded its operations and asset base through the acquisition of Silicon Valley Bank (SVB), enhancing its capabilities in serving the technology and venture capital sectors. The bank is known for its long-term stability, customer-centric approach, and commitment to the communities it serves.
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