Michael W. Bakker, CRC
Michael joined Flourish Wealth Advisors, part of the Commonwealth Financial Network® in April 2018, after nearly 22 years as a Financial Advisor with Wells Fargo Advisors. He has achieved a rewarding career in the financial services industry by putting his clients' interests first and providing exceptional personal service. His 30 years of industry experience have taught him how to advise his clients throughout various economic cycles, helping them understand the risks and rewards of investing. He specializes in comprehensive wealth management and assisting retirees and those near retirement with the preservation and growth of their capital. He has earned the Certified Retirement Counselor (CRC®) designation, and the prestigious title of Managing Partner.
Prior to joining a predecessor firm of Wells Fargo Advisors in 1996, Michael spent time working for M&T Securities, Chase Investments and NatWest Investor Services. He was named Rookie of the Year in 1997. Michael graduated from Syracuse University with a Bachelor of Science in Finance. He holds his Series 7, 24, 63 and 65 registrations through Commonwealth Financial Network® in addition to New York, Connecticut, and Florida state life, variable and annuity licenses.
Away from the office, Michael spends his free time with his wife, Cathy, and their daughter Emma. He enjoys outdoor sports and travel. Michael has been competing in triathlons for over fifteen years and completed the Ironman Triathlon World Championship in Kona, Hawaii in 2006. He has been a USA Triathlon All-American each of the past 11 years. A lifelong resident of Hudson Valley, Michael is a member of the Hudson Valley Triathlon Club, USA Triathlon, and International Mountain Bike Association. Michael is also a fan of college basketball and the New York Giants.
Michael is very involved in his community. He supports the Challenged Athletes Foundation, American Diabetes Association, March of Dimes, People for Bikes, National MS Society, The Access Fund, and is a member of the Mohonk Preserve.
- 1996 - 2018 : Wells Fargo Advisors, Financial Advisor
My Education & Credentials
- Bachelor of Science in Finance - Syracuse University
My Areas of Focus
- Retirement Income Planning
- Comprehensive Wealth Management
- IRAs & IRA Strategies
William A. Dwyer III, CRC
Tailored Financial Strategies. Personal Service.
As your Financial Advisor, I can deliver a full range of investment planning strategies tailored to your unique needs. Whether you are investing for retirement, education expenses or some other goal, I will help you make informed decisions about your investment strategy. You have access to additional resources available through affiliates, including trust and estate services, insurance products*, and much more.
For more information about how I may be able to help you pursue your financial goals, please contact me.
* Fixed insurance products and services offered through CES insurance agency
My Areas of Focus
- Education Funding & 529 Plans
- Estate Planning Strategies
- IRAs & IRA Strategies
- Retirement Planning
Director of Client Services
Maria brings a wealth of knowledge and experience to Flourish Wealth Advisors as the Director of Client Services. She began her career in the financial industry over 30 years ago. She holds her Series 7, 63 and 65 registrations through Commonwealth Financial Network® in addition to her life and annuity license.
Maria prides herself on her client relationship skills. By building a relationship with the client it gives her a better understanding of their needs. She is there to assist you in any way possible, no question or request is too small or large. Communication is key.
Maria keeps busy outside the office doing volunteer work. She is currently Vice President of the Ladies Auxiliary Knights of Columbus 6318 in Carmel. She supports Girls Scouts Heart of the Hudson, Boy Scout Troop 440 and the American Cancer Society.
Maria loves to travel her she hopes one of her next few trips will be to see the Northern Lights in Iceland or have chocolate gelato in Italy.
Maria lives in Carmel NY with her husband Pat who is a proud member of the FDNY and their two children Kevin and Grace both college students and their two rescue dogs Bear and Tia.