Professional

Michael Slattery seeks to build long-term client relationships through knowledgeable delivery of integrated financial solutions. He’s passionate about treating clients as he would want to be treated–with integrity, respect and understanding.

Background

In 1981 Michael Slattery joined Northwestern Mutual and quickly built a reputation for outstanding client services.  He believes in the importance of continuing professional development and has earned the following designations: Chartered Life Underwriter (CLU®),  Chartered Financial Consultant (ChFC®), and Accredited Estate Planner (AEP®). He also obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.

Michael has qualified for the Million Dollar Round Table in years 2002 -2010, 2013-2014, and in 2013 was also a member of the Court of the Table.  He won the National Quality Award in 1983-89, 1991-96 2003-06, and 2008-2015.

Michael also received the MD Achievement Award in 2010 and 2011.

Professional Involvement

As a member of the Estate Planning Council of Eastern New York, Michael Slattery promotes understanding among professionals involved in estate analysis and solutions. He is also a member of the Financial Planning Association of New York., as well as the National Association of Insurance and Financial Advisors (NAIFA).  In addition, Michael is a memver of the National Association of Estate Planners and Councils and the Society of Financial Service Professionals.

Michael E Slattery, CLU®, ChFC®, AEP®, CFP®

Wealth Management Advisor

 

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