Michael Stern in

Michael Stern

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Managing Principal - Senior Financial Advisor at Wells Fargo Advisors Financial Network
📍 Melville, New York, United States

Michael Stern is a Managing Principal and Senior Financial Advisor at Wells Fargo Advisors with over three decades of experience. Recognized on the 2023 Platinum Council, he specializes in creating customized wealth management strategies with a personalized, family-office approach. He holds an Executive Education Certification from The Wharton School.

Deeply committed to his community, Michael is the past President of the Long Island Elite, an organization dedicated to mentoring young professionals. He also serves on the advisory board for the Long Island Alzheimers Foundation. A New York native, he enjoys traveling and spending time with his wife and two daughters.

He has been honored by the American Cancer Society for his philanthropic support.

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Experience
33 Years
Current Role
Managing Principal - Senior Financial Advisor
Job Level
Senior
Location
Melville, New York, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Michael cares about

Wealth Management
His practice is built on providing a personalized, family-office touch to help clients preserve their wealth and build for the future.
Community Philanthropy
Demonstrates a strong commitment through leadership roles at Long Island Elite and the Long Island Alzheimer's Foundation, supporting multiple local charities.
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Career

Work history

10-2009
Managing Principal - Senior Financial Advisor
Wells Fargo Advisors Financial Network
1-2018
President
Long Island Elite
10-2017
Co Chair, Business Advisory Committee
The Long Island Alzheimers Foundation : LIAF
2000 - 10-2009
Senior Financial Advisor
Bank Of Americia
1992 - 2000
Financial Advisor
Weatherly Securities
In the press

Media appearances

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Education
2005
Wharton Executive Education Program
The Wharton School
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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