User:LandsbergBennett/sandbox

Introduction

Michael W. Landsberg is an American financial advisor, wealth manager, and Accredited Investment Fiduciary®. he serves as the Principal, Chief Executive Officer, & Chief Investment Officer at Landsberg Bennett Private Wealth Management. His firm specializes in providing personalized financial planning and investment management services to high-net-worth individuals and families.

Career

Michael W. Landsberg began his career in private wealth management as a sales professional at Morgan Stanley, where he worked from 1992 to 1994. In July 1994, Landsberg joined Merrill Lynch as a Certified Financial Planner.

During his tenure at Merrill Lynch, he was promoted to the position of Senior Vice President and Portfolio Manager, serving the company for a total of 18 years.

In June 2012, Landsberg founded Landsberg Bennett Private Wealth Management, a boutique wealth management firm. He currently holds the positions of Principal, Chief Executive Officer, and Chief Investment Officer at the firm, leveraging his extensive experience in wealth management and financial planning to guide the company's strategic direction and investment decisions.

Achievements and recognition

Barron’s Top Advisor Ranking from 2010 to 2018

Forbes’ Best in State Wealth Advisors

NAPFA-Registered Financial Advisor

CERTIFIED FINANCIAL PLANNER™

Certified Investment Management Analyst® (CIMA®)

Accredited Investment Fiduciary® (AIF)

Member of The Financial Planning Association® (FPA®)

Ranks 26th in AdvisorHub’s top 50 RIA’s to Watch for

References

https://news.warrington.ufl.edu/classnotes/michael-w-landsberg-mba-98/, https://landsbergbennett.com/

https://www.forbes.com/lists/best-in-state-wealth-advisors/?sh=164d00e56ab9

https://www.napfa.org/member/89939/26252

https://www.letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/3340d3da-d1bc-44db-8291-9188d5021885

https://www.feeonlynetwork.com/financial-advisor/michael-landsberg/

https://www.linkedin.com/in/michaellandsberg/

https://www.plannersearch.org/financial-advisor/michael-w-landsberg

https://www.advisorhub.com/advisors-to-watch-ria/

External links

https://news.warrington.ufl.edu/classnotes/michael-w-landsberg-mba-98/

https://www.linkedin.com/in/michaellandsberg/

https://landsbergbennett.com/michael-landsberg.html

https://www.napfa.org/member/89939/26252

https://www.forbes.com/profile/michael-landsberg/?sh=38219efd20b6