Michael Maggiore

Michael Maggiore

Managing Partner & Holistic Financial Planning Coach

Michael Maggiore graduated from the Leon Hess Business School at Monmouth University with an honors degree after completing a four-year long dissertation. Mike received the accolade of a Summa Cum Laude diploma while achieving the highest GPA of his graduating class in 2008 with a concentration in Finance. Mike started his career with Equitable Advisors in 2009 with a passion for financial planning and helping others. Mike spent 10 years as a decorated regional vice president at Equitable before becoming the Managing Partner of the Ascendancy Financial Group where he has developed a team of highly specialized advisors that account for over 100 years of combined experience across many disciplines.

Mike has a passion for learning and understands that we must always remain a student of our industry to offer the best solutions that empower our clients to make informed decisions. For this reason, he furthers his education with programs at The American College & at the Faculty Club at Harvard University. Being a firm believer in comprehensive planning and a power user of eMoney planning tools, as Mike understands his client's situation, feelings and family dynamics that shape their current situation, he will explore the possibilities of where they would prefer to be in the future while planning for inevitable surprises along the way.

Mike's accolades in his industry include being a member of the Elite Advisor Group, which is a group of the top advisors within his current organization, recognition among the Million Dollar Round Table, awards from Wealth & Finance since 2017 as a top money manager and financial planner in the industry, and is recognized as a Five Star Wealth Manager by Five Star Professional*.

Michael currently resides in Naples, Florida with his wife Ashleigh and sons Leo, Chase, Milo & Phoenix. Mike's interests include mentoring others in his industry, real estate development & design, and spending time with his family. Mike's charitable interests include the Special Olympics and many not-for-profit 9/11 organizations. Mike’s family & friends were deeply effected by 9/11 and it has been a passion of his to work within this community.

This Five Star Wealth Manager Award was given on December 12, 2021, remains valid for the year of 2022 and is administered by Crescendo Business Services, LLC (dba Five Star Professional).  Neither the named award recipient nor any other party has paid or otherwise compensated Crescendo Business Services, LLC to be considered for or to win the award.

My professional qualifications are:

Life & Health insurance in various states
FINRA Securities registrations:  Series  7, 24, 66

Columbia University Certified Holistic Financial Coach

California Insurance License #: OH23539


Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Ascendancy Financial Group is not owned or operated by Equitable Advisors, LLC or its affiliates.