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Mike Beaulieu, CFP®, CFA

Managing Director

Ponte Vedra Beach, FL

Mike is a Managing Director 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.