Michael Carbone

Financial Advisor

Michael began his career at Fidelity Investments before joining Larry Eppolito at Wells Fargo Advisors in 2016. He moved to Raymond James with Larry in 2017.

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 often leads to more informed decision making, which may translate to better long-term outcomes for his clients.

Michael holds the Chartered Financial Analyst (CFA) and a CERTIFIED FINANCIAL PLANNER™ designations. He’s earned his bachelor’s degree in business from Westfield State University and his master’s degree in Finance from Northeastern University’s D’Amore-McKim School of Business.

Originally from Franklin, Massachusetts, Michael currently lives in Lowell with his fiancée, 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
  • Cash Flow Planning
  • Wealth Accumulation
  • 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.