Michael McCort, AAMS®, FPQP®

Senior Wealth Advisor Managing Director

Fort Myers, FL

LET'S CONNECT

Designations

  • Accredited Asset Management SpecialistSM1
  • Financial Paraplanner Qualified ProfessionalSM

 

Work Experience

  • Joined MAI Capital Management in 2025
  • Founded Liberty Private Client, with more than 25 years of investment industry experience
  • Served as Senior Vice President at Girard, the Wealth Management Division of Univest Corporation
  • Served as Portfolio Manager and Client Wealth Advisor at Girard and ran the Equity Investment Committee
  • Senior Wealth Advisor and Vice President at Charles Schwab Corporation for 12 years

 

Life Outside of MAI

  • Active in local charities supporting children with autism and developmental disabilities.
  • Enjoys fishing, skiing, boating, and hockey as well as cheering on Philadelphia sports teams, especially the Eagles and Flyers.

We look forward to learning about your financial goals.

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