Michael J. Surprenant
Michael began his financial planning career over 22 years ago with Fidelity Investments in Boston. During his tenure he was chosen to pilot two of Fidelity’s first high net worth client initiatives. The first was “Premium Services” which assisted clients with a liquid net worth of $500K and above. With its success “The Private Access Group” evolved to service clients portfolios above $2M. He then spent three years with JP Morgan Private Bank on a team that managed client assets totaling over $500M. Taking his business private he spent the next 15 years building a full service financial planning practice. Michael moved closer to home when joining the Moors & Cabot Norwell office in November of 2011.
Having spent his entire career in the financial planning and management sector, working for diversified group of employers, Michael’s practice has evolved to truly focus on Full Service planning. His philosophy is that all facets of a client’s life have an effect on their financial planning. It is a priority, up front and ongoing, to gain clarity around each client’s individual situation. By garnering information around time frames, risk tolerances, preferences, family, finances, taxes, goals and experiences he together with his clients make fully educated decisions and create sound financial solutions. The tools that Moors & Cabot provide are extensive and Michael utilizes some of the world’s most powerful financial resources to create flexible and innovative strategies. He is fully licensed in both securities and insurance. Some of the services that Michael provides for his clients are Portfolio Review and Development, Retirement Planning, Income Planning, Education Planning, Trust & Estate Planning, Insurance and Annuity guidance, Alternative Investments, Business 401K’s and Succession Planning, Fixed Income Planning and Trust Services.
Michael resides in Pembroke, MA with his wife of 20+ years Noelle and their three children; twins Allyson and Katie (18) and son Robby (14). He and his entire family are very active with Children’s Hospital Boston, the Dana Farber Cancer Center, the Jimmy Fund and the American Cancer Society (ACS). He has assisted in hosting the ACS “Relay for Life” in Pembroke, the “Pan Mass Challenge for Kids” as well as volunteering at the actual Pan Mass Challenge. He is heavily involved with youth sports serving on multiple boards as Treasurer and Director/President. He has coached multiple sports since his children started playing including in-town, travel and AAU teams in basketball, softball, baseball, soccer and football. His hobbies include golf, the beach, cooking and being with friends and family.
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