Michael J. MacDougal

Private Wealth Advisor

Credentials:
Years of Experience: 22

Address: 4 Campus Drive, Suite 2, Parsippany, NJ 07054
Phone: 973-285-3595
Email: mmacdougal@sfr1.com
Website:
LinkedIn: https://www.linkedin.com/in/michael-macdougal-77655411/

For over 16 years, Michael MacDougal has worked for Summit Financial helping high net worth individuals meet their financial goals. Mike specializes in working with business owners, executives, physicians, sports figures and members of the entertainment industry.

His strategic and coordinated approach to financial planning consists of working with a team of highly qualified professionals responsible for needs analysis. Together they develop, present and implement a unique program tailored toward achieving a client’s long-term objectives. With the support of the firm’s resources, multi-disciplined professional staff made up of CPAs, tax specialists, CFP® professionals, estate, insurance and benefits consultants, investment advisors and administrative support staff, Mike offers a well-rounded and comprehensive solution to his client’s financial concerns.

Specialization
Investment Strategies
Family Wealth Counseling
Estate Planning
Financial and Retirement Planning
Insurance Structuring
Philanthropic and Planned Giving Specialist

Business Experience
Over 16 years of Financial Planning experience

Investment advisory and financial planning services offered through Summit Financial, LLC., an SEC Registered Investment Adviser. Headquartered at 4 Campus Drive, Parsippany, NJ, 07054. Tel. 973-285-3600. Fax. 973-285-3666. Some advisers may offer securities through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211 (“PKS”). PKS and Summit Financial, LLC. are not affiliated companies.

Summit Financial, LLC (“Summit Financial”) operates a website at summitfinancial.com (the “Site”). By using this website, you accept our Terms of Use and Privacy Policy. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in partial or total loss. While the data we use from third parties is believed to be reliable, we cannot ensure the accuracy or completeness of data provided by investors or other third parties. Neither Summit Financial nor any of its affiliates provide tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. Neither Summit Financial nor any of its affiliates assume responsibility for the tax consequences for any investor of any investment.

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