Distinguished
Accredited Estate Planners®
Award received November 2015
MICHAEL W. HALLORAN
Northwestern Mutual

Michael W. Halloran is a Wealth Management Advisor with Northwestern Mutual in Jacksonville, Florida, and has been in the financial services industry for over 45 years. In addition, Mr. Halloran is an Estate Strategies Group Advisor and is part of the Estate Business Planning Specialist Study Group.

Mr. Halloran guides clients in reaching financial security from every aspect through long-term relationships that are based on value and integrity. His approach to financial planning involves analyzing, planning, and implementing customized strategies. He is committed to providing comprehensive, integrated financial plans that reflect the clients' values and support their lifelong goals. More specifically, Mr. Halloran's expertise lies in estate and business planning for individuals and businesses.

Mr. Halloran is a graduate of the Florida State University earning a Bachelor of Science degree in 1969. He went on to earn a Master of Science in Financial Services in 1981 and a Master of Science in Management in 1986 from The American College. He holds the following designations: CFP®, AEP®, CLU®, ChFC®, LUTC®, RHU®, and REBC®. In addition, he is Series 7, 8, 63, 65 and Life, Health, Long Term Care, and Annuity licensed.

In recognition of his skills and expertise, Mr. Halloran has received several industry awards, has been featured in publications including National Underwriter, Capital Executive, New York University Review, Money, Life Association News, Life Insurance Selling, USA TODAY, New York Times, Chicago Tribune, Congressional Quarterly, Dow Jones News Wire, and has spoken in numerous states on topics such as "Domestic Asset Protection Trust," "The Cash Value Beneficiary Defective Inheritor's Trust—Finessing the 'Pipe Dream'," "Grantor Retained Annuity Trusts," "Charitable Remainder Trusts," "Charitable Lead Trusts," "Due Diligence in Choosing a Life Insurance Policy," "Financed Life Insurance and Exit Strategies in the Large Estate Case," as well as other topics.

Mr. Halloran is the Past President of the National Association of Estate Planners & Councils (NAEPC), Past National Director of the Society of Financial Service Professionals, former member of the Board of Directors of the Florida Association of Insurance and Financial Advisors, Past President of the Jacksonville Association of Insurance and Financial Advisors, Past President of the Estate Planning Council of Northeast Florida, is the Executive Director of Physicians Nationwide, and is involved as a member of the board of other various community organizations. Formerly, he taught at the University of North Florida for fourteen years.

In his spare time, Mr. Halloran enjoys running, public speaking, and spending time with his wife.

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