Mike Beaulieu, CFP®, CFA
Senior Wealth Advisor & Team Leader, Managing Director
Ponte Vedra Beach, FL
Mike is a Senior Wealth Advisor and Team Leader within MAI's Wealth Management group. He joined MAI in 2014, bringing 16 years of industry experience to the firm. Mike is based out of Ponte Vedra Beach, Florida and conducts financial planning, portfolio management and research for clients.
Prior to MAI, he was a Vice President and Guidance Consultant with Fidelity Investments' Private Client Group and Planning & Guidance Organizations, respectively.
Mike graduated from the University of New Hampshire with a BBA and earned his MBA from the University of North Florida. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Chartered Financial Analyst® designation. Mike also serves on the CFP Board’s Disciplinary and Ethics Commission (“DEC”).