President of Lally Wealth Management
With over 20 years of Financial Services Industry experience, Michael brings his wealth of knowledge to his practice. He has managed and worked within several different areas within the investment community including IRA/Roths, SEPs, 401ks, 529s, Institutional managed account platforms, mutual funds, annuities, and life insurance. As a wholesaler Michael assisted hundreds of other advisors with mutual funds, 401ks, annuities, closed-end funds and separately managed accounts for their clients.
Everyone’s life and economic situation is unique, and Michael keeps that in mind when providing financial advice that is focused on a client’s specific needs. He believes in helping his clients uncover their past to understand their financial habits and practices. His priority is putting the client’s interest first when accumulating, protecting and distributing their wealth.
Michael also understands that talking about money can be “taboo” when speaking between family members and this is one of the reasons he assists his clients with managing money and learning financial concepts to make the whole process less intimidating.
Michael graduated from Embry-Riddle Aeronautical University in Prescott, AZ with a Bachelor’s degree in Aeronautical Science and an Associate Degree in Business Administration. He has also logged over 2000 hours of flight time.
Michael resides in East Greenwich, RI with his wife, Melanie and two children. Away from the business, he enjoys cooking and spending time with family and friends.