Michael Bock

Michael Bock

Director of Retirement Plan Education & Participant Services

Mobile: (516) 236-5384
E-mail:
 

Michael joins Flynn Financial Partners as the Director of Retirement Plan Education and Participant Services. In this role, he spearheads group and individual educational initiatives while providing proactive and reactive support to participants' needs and inquiries.

With over two decades of experience in the financial industry, Michael brings a wealth of expertise to Flynn Financial Partners. Throughout his career, he has been a knowledgeable and trusted advisor to high-net-worth individuals and their families. His dedication to client education is illustrated by developing comprehensive, holistic financial plans tailored to each client's unique needs and goals.

Michael's professional journey includes positions such as Wealth Management Advisor at Raymond James, Oppenheimer & Co., and most recently, TIAA's Individual Advisory Services. His commitment to excellence is underscored by his Bachelor of Science in Applied Economics and Management from Cornell University, complemented by his Series 7 registration and licensure as a Life Accident and Health Insurance Representative.

A native New Yorker, Michael currently divides his time between Long Island, NY, and Charleston, SC, where he resides with his long-term partner, Brittany, and their beloved puppy, Lincoln. Outside of work, Michael finds joy in volunteering, boating, traveling, exploring new horizons, and cherishing moments with friends and family. An ardent sports enthusiast, he proudly cheers for the NY Giants.

AUM: $ 2 Billion*

*900 million USD managed

1.1 billion USD in Institutional Investment Consulting

OVER 220 YEARS COMBINED EXPERIENCE

Licenses


Series 7

Series 63

Series 65

Series 66

Life, Accident & Health