Michael Telford works closely with our founder, Brandon Miller, to help our clients meet their goals. He believes each client deserves a seamless and positive experience so they can get back to focusing on what matters in life. As well as serving clients in the Robo Advice platform, Michael brings a strong work ethic when assisting in the financial planning and investing process. With steadfast support and dedication, he strives to ensure that every client enjoys confidence in their financial future.
Before joining Brio, Michael worked as a High-Net Worth Representative at Vanguard in Charlotte, N.C.
Education, Accreditations & Awards
- B.S. in Economics with a minor in Business Administration from North Carolina State University
- Series 7, 63, 65 securities accreditations
Michael enjoys travelling, being outdoors, and spending time with his girlfriend, Hanna. When not playing sports, Michael roots for the Carolina Panthers, his NC State Wolfpack, and the South Africa Springboks.
- Portfolio Design
- Planning for Retirement
- Cashflow Analysis
- Behavioral Finance