Michael Carbone

Financial Advisor

Michael began his career at Fidelity Investments more than seven years ago. He joined Larry Eppolito in 2016 at Wells Fargo Advisors, and has since moved with Larry to Raymond James, which is where they remain today.

Michael enjoys working with families, individuals, and entrepreneurs. His beliefs are centered around the notion that long-term financial success is most often the result of many smart decisions, compounded over time. He spends a lot of time educating clients as he believes it may lead to more informed decision making, which may translate to better long-term outcomes for clients.

Michael is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst (CFA) Level III Candidate. He’s earned bachelor’s and master’s degrees in Business and Finance from Westfield State and Northeastern University.

Originally from Franklin, Massachusetts, Michael lives in Lowell with his fiancé, Corinne, and Chocolate Lab, Grizzly. In his free time, he enjoys golfing, hiking, skiing, and spending time with his family and friends.

Focus Areas:

  • Investment Management
  • Retirement Cash Flow Planning
  • Wealth Accumulation Planning
  • Business Planning
  • Liability Planning
  • Risk Management

Michael can be contacted by email or phone at Michael.Carbone@RaymondJames.com ; 978.455.7799

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.