• Male
  • League City, TX
  • United States

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Profile Information

How did you hear about this site InHouston?
Referral - Marlene Jones/Brian Waraksa
Financial Services - Wealth Mgmt Advisor, MERRILL LYNCH (281) 212-9132
Niche (Services/Products your company provides:)
401K, Profit Sharing and Pension Plans
IRA's/401K Rollovers
Insurance Planning and Services
Financial Planning
Corporate Cash Management
Business Succession Planning
College Savings Accounts/529's
Windfall monies (Inheritances, lawsuit settlements, lottery winners)
About Me:
* Very Active in Fitness Training and Professional growth...
* Avid boater (boat named Play Hard)!
* Graduate from Kansas State University.
* Co-head of Wealth Management Advisory Team with over 20 years experience assisting higher net worth clients at Merrill Lynch in the Clear Lake area.
City, State
Houston, TX
Area of Houston
Open Networker?
Servant Leader, Give It First Networker?
not sure
Have Attended Live InHouston Netweaving Events (ever):
Perfect Client
....has $250,000+ in investable assets... business owners, executives, doctors, attorneys, people getting ready to retire, oil/gas employees... HR managers/administrators who can make decisions on their company 401K plan in regards to choosing Broker of Record and Provider.
Target Market(s)
* Doctors
* CPA's
* Estate Planning/Divorce/Litigation Attorneys
* Business Owners
* HR administrators/managers that make decisions on which 401K provider to utilize, the 4 "C's" (CEO, CIO, CFO, COO), People changing jobs (401K rollovers).
* Windfall clients (Inheritances, lottery winners, lawsuit payoffs, business owners selling their business)
Urgent Needs and Compelling Desires of Target Market(s)
To build referral network with Attorneys, CPA's and other professionals that work with HNW (High Net Worth) individuals
Benefits of investible opportunities to Target Market(s)
I'd like to generate a more powerful networking group - I'm also President of the O.N.E. Group (Organized Networking Experience) in the Clearlake area. We meet every Thursday morning at the Cafe Express from 8 - 9:30 a.m. -- If you would like to build your business through more referrals, please call me for details 281-451-9582 cell, 281-212-9132 work
"Other interests" (Traveling, wine, books, etc...):
Boating, Physical Fitness, Scuba Diving, Cycling
What does your company do to focus on its purpose?
Habitat for Humanity and numerous other social causes, Investments for families and businesses with high net worth.
Veteran? Which Branch?
US Army - Desert Storm

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Mike Fisher - MERRILL LYNCH's Blog

New Group Available: CLEAR LAKE AREA Group

Posted on February 5, 2009 at 3:30pm 0 Comments

For those wanting to focus their efforts in Clear Lake and the immediate surrounding areas: there's a new group you can join and participate in ... The CLEAR LAKE AREA GROUP. Between the various networking groups, Chambers of Commerce, BAHEP, etc... this should become a large group. If you know of anyone else with a possible interest in this group, please pass this news around! We can utilize this as a common intersection to post events, mixers, networking ideas, etc...

Comment Wall (16 comments)

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At 12:44pm on November 8, 2010, Lea-Ann Gee said…
Mike - An early thank you again for serving our country!
At 1:22pm on July 3, 2009, Lea-Ann Gee said…

Thank you for your service to our country.

At 10:45am on May 8, 2009, Marcus & Stephanie Pitre said…
Thanks for the add Mike. I am looking forward to attending the breakfast mixer. Is it still being held at Tierra Luna this Tuesday May 12th?
At 8:37am on May 6, 2009, Wallace R. Wood said…
I'm the founder/CEO of the National Space & Technology Association (NSTA) in Houston, so I think I should be interested in being a part of your group, despite the fact that I'm located in far west Houston. The Clear Lake area is one of the four technology corridors of the city where we are looking to expand NSTA. I would be very interested in getting with you at your convenience to see how we can make that happen. You can visit our website at www.nstaworld.org for more information. Please add me, if you would, to your group. Look forward to hearing from you. Thanks.
At 10:24am on April 20, 2009, Elizabeth Hastings said…
Mike, I provide working capital to clients. I focus on clients with international exposure. Let me know if I can help.
At 1:35pm on March 16, 2009, Marcia Vineyard said…
Thank you. I will join Clear Lake when I have more time.
At 5:23pm on February 10, 2009, Jeannie Mustachia said…
Hey Mike
I see you everywhere. You are quite the networker. Just joined today.
How do I join this Clear Lake Group. I didn't see it anywhere.
At 3:58pm on February 5, 2009, Sara Blumenfeld said…
Why thank you, sir! I must say your picture looks great!
At 12:22am on February 5, 2009, Dr Simon Harding said…
Thanks for the invitation
At 7:52am on February 4, 2009, Ed Fryday said…
Thanks Mike


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