Director, Merrill Lynch
Michael Duffy is a director in the Atlanta office of Merrill Lynch and runs the firm’s Strategic Wealth Advisory Group. Michael works with ultra-high net worth clients and their advisors to help customize solutions to meet their planning goals. He has 25 years of experience working with ultra-high-net-worth clients and their advisors on a wide range of wealth planning topics, including gift and estate tax, securities laws, philanthropy, executive compensations and trust planning. In addition to his numerous internal company presentations, he is a frequent lecturer and has contributed to a variety of external publications on the topics of trusts, wealth transfer and estate planning.
Michael was formerly at Goldman Sachs, where he was a member of their Strategic Wealth Advisory Team, served as the Southeast Regional Director of Fiduciary Services, and served as Goldman Sachs Private Wealth Management’s art and collectibles subject matter expert. Prior to Goldman Sachs, Michael worked at BNY Mellon Financial, JP Morgan Private Bank and was a tax attorney at Alley Maass Rodgers & Lindsey, P.A. in Palm Beach.
Michael is a member of the Atlanta, Florida, North Carolina and South Carolina Bars. He holds Series 7 and 65 & 66 FINRA registrations.