Michael Willard

Senior Investment Adviser Representative

Michael Willard joined Alloy Investment Management in 2020 after serving 14 years in the financial services industry. With seven years of experience in mortgage finance and another seven in market securities, Michael left his position with one of the largest brokerage firms in the U.S. so that he could better serve his clients by building customized wealth plans.

Just as an alloy is a combination of metals that are stronger together than any one metal used alone, Michael is proud to be part of an independent investment advisory firm that offers clients a combination of solutions. As an advisor held to the fiduciary standard of care, Michael has access to a nearly unlimited menu of investments to address the myriad of challenges faced by retirees today. His favorite part of the job is getting to know his clients and their different backgrounds because no two situations are ever the same. He prides himself on his ability to listen closely to clients’ needs and wants and to help them identify their definition of retirement. By always working with the best interest of his client in mind, Michael develops retirement plans that include both income and investment strategies so that you can retire stress-free and with confidence about the future ahead.

A 2006 graduate from Grace College, Michael double majored in marketing and finance. In 2016 he received his MBA from the Graziadio Business School of Pepperdine University. As a member of Ridge Church, he helps to run production for the high school and leads a small group of 10th-grade students who he mentors. Michael has been married to his wife, Katlin, for 15 years and together they have three children: William, Calvin, and Penny. When not in the office he can be found golfing, or backpacking and camping with his family and their Australian Shepherd.

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You see, it’s not “will there be” a market downturn, it’s “when” there will be a market downturn. Stock market downturns are inevitable, and that’s why there has to be a clear strategy for your portfolio to help protect your principal during down-market cycles, especially when it comes to retirement planning.

When it comes to investment management, Alloy Wealth will help guide you towards your goals.

Insurance services offered through Alloy Wealth Management Inc. Investment advisory services offer through Alloy Wealth Holdings LLC dba Alloy Investment Management. Alloy Wealth Management Inc and Alloy Wealth Holdings LLC dba Alloy Investment Management are affiliated by common ownership. Alloy Wealth Holdings, LLC - DBA Alloy Investment Management is a state registered investment adviser in South Carolina and North Carolina, and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

The information we provide regarding tax minimization planning is not intended to, and cannot, be used by anyone to avoid paying federal, state, or local municipalities, taxes, or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change, and unique to every specific taxpayer’s particular set of facts and circumstances.

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