Michael Telford

Michael Telford

Financial Planner and Director of Operations
Michael@BrioFG.com

Even as a little kid, Michael liked to tinker with budgets, making financial services a natural fit for him. Part of what he thoroughly enjoys is helping clients connect their spending habits with influences such as how they were raised, while also showing them how these behaviors are controllable and the way that small changes can have a huge impact on their future. Add in his talent for reading between the lines to help clients express their true dreams, and it’s no wonder Michael forges strong, trusting relationships with his clients. 

Michael has a passion for details and efficiencies, so it was only natural for him to evolve into Brio’s Director of Operations as well. When wearing that hat, he oversees the entire Brio operations team to improve the customer experience. Michael is also part of the leadership team, committed to making Brio the best it can be for all clients and empowering his colleagues to do the same 

 
EDUCATION & ACCREDITATIONS 

  • B.S., Economics, North Carolina State University 
  • FINRA Series 65 licenses 

 

LIFE PASSIONS 

Michael enjoys going on long walks with his half Lab, half Australian Shepherd dog, Cali, trying new restaurants around San Francisco, and bourbon tasting with anyone. He also enjoys playing golf and watching sports. He is generally cheering along for the South Africa Springboks, Carolina Panthers and NC State Wolfpack.