Michael J. Lemay, AIF, CPFA, PPC, QKA, QKC
President
Michael J. Lemay educates, motivates and empowers his clients to move confidently toward their goals. He offers attentive service and creative investment and insurance strategies tailored to fit the unique situations of successful individuals and organizations. As an Investment Advisor Representative with LPL Financial, Michael practices a comprehensive approach to financial planning that incorporates investments, insurance, cash flow analysis and estate planning while striving to maximizing tax efficiency within the framework of a prudently designed financial plan.
As an independent advisor affiliated with LPL Financial, Michael has the freedom to provide his clients with personalized advice on fixed and variable insurance strategies from a vast array of insurance carriers without conforming to any proprietary constraints.
Michael's Area of Concentration Include:
- Diversified portfolio development through the use of asset allocation strategies.
- Fixed and variable insurance strategies for both individuals and organizations.
Michael is an Investment Advisor Representative and Registered Representative of LPL Financial , member FINRA/SIPC, who has successfully completed the FINRA sponsored Series 7 and Series 66 exams (held through LPL Financial); he also holds his Life, Accident and Health insurance license. Michael is registered to conduct securities business in AL, AZ, CA, CO, CT, DE, FL, MA, MD, ME, NC, NH, NJ, NM, NY, RI, SC and VA and insurance business in CT, MA, FL, NH, NJ, NY and VA.
Michael is a member of several professional associations, including the National Financial Management Association, the National Association of Insurance and Financial Advisors, the Worcester Young Businessmen's Association, the Worcester Area Chamber of Commerce, Worcester Local First and the Worcester Community Action Council Advisory Committee.
After attending Saint Peter Marian Jr/Sr High School, Michael went on to graduate with honors from Bentley College, earning a B.S. Degree as a Major in Finance and a Minor in Law. In his time at Bentley, Michael was an active member of the Bentley College Finance Honor Society and Alpha Sigma Phi. Michael currently resides in Worcester, MA where he was born and raised.