Michael Sinclair

 

Background and Experience 

Since 1986, Michael Sinclair has provided an array of Wealth Management Services to individuals, business owners and professionals. 

Michael is experienced in insurance analysis, investment analysis and management, retirement income planning and estate planning and taxation.   He is a registered representative wirth Arkadios Capital and an investment advisor representative with Arkadios Wealth.

Michael holds the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Chartered Adviser for Senior Living (CASL) and Retirement Income Certified Professional (RICP) professional designations as well as a graduate-level certificate in Estate Planning and Taxation from The American College.  A strong believer in the importance of staying current in an evolving world, he continually studies and takes onging courses.

Michael earned a Bachelor of Science degree in Business Administration from New Hampshire College and a Master of Insurance degree, with a concentration in Financial and Estate Planning, from Georgia State University.  He is a Past President of the Estate Planning Council of Naples and the Southwest Florida Chapter of the Society of Financial Services Professionals.