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Award
received November 2015 |
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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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