Michael J. Carlin
When I was 20 years old, I had the opportunity to intern and work at Merrill Lynch when it was the largest branch for any financial services in the world. I was amazed with the speed and complexity of the business, and I really wanted to learn because I’d been investing stocks since I was 13. I have always had a sense of appreciation and fascination with saving and investing.
About Michael
Michael Carlin is deeply passionate about the financial services industry and is known for helping his clients uncover and understand more about their financial situations than ever before, building meaningful relationships and helping them move forward. Michael handles a wide range of responsibilities including heading up the investment committee, making strategic decisions on how to move and change client portfolios and making sure the practice is meeting its fiduciary responsibilities. Michael helps clients prepare for retirement in all stages and is involved with all aspects including assisting in the sale of private business.
Outside the office, Michael sits on the board of several companies. One of these companies Michael serves is Depcom Power, one of the largest Utility Scale Solar EPC companies in the United States. Depcom is the fastest growing energy company in the United States as measured by Inc. 500 and 5th fastest growing company in the United States overall. The national franchise company NuSpine, a network of chiropractic centers across the country, is affiliated with the team that founded and built national brands Massage Envy and The Joint.
Michael founded Wealth Management, LLC in Scottsdale in 2005. The Firm has become one of the most highly regarded independent wealth management practices in Arizona, and Michael has been named an Elite Adviser with Independent Financial Group seven times. In 2017, Wealth Management, LLC became Henry+Horne Wealth Management.
Before moving to Arizona, Michael founded CCR Wealth Management, LLC out of Boston. The firm quickly became one of New England’s largest wealth management practices and was named a Cetera Advisors/Pershing LLC Top Advisory Firm since 2004. Michael attended the School of Financial Planning at Boston University and received his Bachelor of Administration in Marketing from George Washington University.
Outside of work, you can find Michael spending time with his kids. Every weekend he makes them pancakes or waffles from scratch with one of his favorite things – Vermont made maple syrup. He also loves to take his son fishing.
Education
- Bachelor of Administration in Marketing, George Washington University
- School of Financial Planning, Boston University
Licenses
- Accredited Investment Fiduciary (AIF®)
- Life and Health Insurance Licenses
- Securities Licenses: 7, 24, 63 and 65
Affiliations
- M.S. Howells & Company of Scottsdale
