Michael Kroll

Richmond, VA

Verified Identity

Portfolio Manager at

Thompson, Siegel, & Walmsley

Years of Experience

8 years

Average Client Size

$650,000

Member Since

2023

Allow Me to Introduce Myself

Michael is a graduate of Randolph-Macon College, BS and The College of William and Mary, MBA. Most recently, Michael worked as a Partner, Financial Advisor at West End Wealth Management. He was previously employed with Wells Fargo Advisors as Financial Advisor and at MassMutual Life Insurance as a F...

Clientele

Ultra High Net Worth Individuals

High Net Worth Individuals

Business Owners

Retirees

Services Provided

Financial Planning

Investment Management

Tax Planning

Estate Planning Strategies

Specialties and Expertise

Ultra High Net Worth Planning

Endowments & Charities

Portfolio Construction

Retirement Income

Cash Flow Analysis

Philanthropic Planning and Giving

Alternative Investments

Tax Minimization Inv...

Business Ownership Strategies

Family Governance an...

Credentials and Designations

Series 66

Series 66 - Uniform Combined State Law Exam

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Series 7

Series 7 - General Securities Representative Exam

Click to learn more

Pricing Models

AUM

Education

College of William and Mary

Master of Business Administration (MBA)

Obtained in 2022

Randolph-Macon College

Bachelor of Science - Economics and Mathematics

Obtained in 2016

Advisor Links

Advisor Website

Disclosures and Proof of License

SEC Profile

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