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We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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Michael Cooper

Senior Vice President–Wealth Management

Financial Advisor

As Senior Vice President of Investments, Michael is committed to providing comprehensive solutions to his clients' financial planning needs. His areas of expertise include investment management, retirement planning, tax planning and estate planning.

Prior to joining in 2011, Michael served as a First Vice President of Investments for eleven years at Morgan Stanley and Smith Barney, where he was responsible for financial planning, portfolio management, client relationship management and strategic planning. Prior to 2000, he was the owner of Security Safe, a large regional security firm. Upon the sale of Security Safe to The Doyle Group, Michael became President of Doyle Security Services, a company with 125 employees.

Throughout his professional career, Michael has helped highly successful individuals, families and institutions with their financial needs, and continues to provide only the highest standard of care and expertise for wealth creation and preservation. Michael graduated from the University of Buffalo with a B.S. in management.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • IN
  • KY
  • MA
  • MD
  • MI
  • NC
  • NH
  • NJ
  • NM
  • NY
  • OH
  • OR
  • PA
  • SC
  • VT
  • WA

Education

  • B.S. in Management, University of Buffalo

Credentials

  • Portfolio Manager
400 Linden Oaks
Rochester, NY 14625
  • (585) 218-4593

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