Michael Zechmann

CFP, ChFC, Associate Vice President, Financial Advisor

Contact Me
Michael Zechmann

MY MISSION STATEMENT

Comprehensive wealth planning strategies for your life and legacy

My Story and Services

My Story

Before joining Morgan Stanley, Mike was the President and Founder of The Connected Financial Group, a fee-based financial planning firm. Mike is a graduate of The Johns Hopkins University with a degree in Applied Mathematics with a concentration in Economics. Mike has earned the Certified Financial Planner™ (CFP®) and Chartered Financial Consultant® (ChFC®) designations.  Mike focuses on working with successful business owners and families who among other things, strive for a work-optional lifestyle. Mike lives on Daniel Island outside of Charleston, South Carolina with his wife Rebeca and two daughters Catherine and Madeline. In his free time, he enjoys playing tennis and golf. Mike is also a huge Minnesota Vikings and Georgia Bulldogs fan.

Services Include

  • Wealth Management
  • Financial Planning
  • Professional Portfolio Management
  • Alternative Investments
  • Wealth Consulting
  • Retirement Planning
  • Business Planning
  • Executive Financial Services
  • 401(k) Rollovers
  • Structured Products

Securities Agent: AZ, CA, DC, DE, FL, GA, LA, MA, MD, NC, NJ, NY, PA, SC, TN, TX, VA, WA, WV; General Securities Representative; Investment Advisor Representative

NMLS#: 1437900


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Location

Location

  • 200 Meeting Street Suite 402
  • Charleston, SC 29401


    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    More From Morgan Stanley

    Ready to start a conversation? Contact Michael Zechmann today.

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