Michael D. Sobilo
Senior Wealth Management Advisor
Office: (540) 283-9580
A dedicated Wealth Advisor who focuses on helping individuals create financial plans and strategies that work for their individual situation.
Pending class completion for CERTIFIED FINANCIAL PLANNER™ (CFP®)
Series 7, 63, and 6 registrations with LPL Financial, and Series 65 Registration with Level Four Advisory Services
Virginia and North Carolina Life Insurance/Annuity
Bachelor of Science, Business Administration with a minor in Finance from Old Dominion University.
Check the background of this investment professional on FINRA's BrokerCheck.
Michael is a dedicated Wealth Advisor who focuses on helping individuals create financial plans and strategies that work for their individual situation. Michael has worked with hundreds of clients of varying age, some comfortably retired and others working toward that goal.
His objective is to understand his clients' financial needs and to help them pursue their short- and long-term objectives. Michael began his career as a financial advisor in 2006, joining the team at Freedom First Wealth Management in 2009. Over the years, he has continued to help clients pursue their financial goals. He currently works with clients in North Carolina and Virginia. Michael is a self-admitted data and information addict, which helps drive his tactical mix of investments in his clients' portfolios. He believes in customizing each plan to the individual's goals, and through his rigorous research and analytics, his clients enjoy a truly customized approach.
Michael is a military dependent who has lived all over the world, including Greece and Belgium. Born in Florida, he has lived in Virginia most of his life. In his spare time, Michael's hobbies include playing golf, working out, enjoying great music, skim boarding, and mountain biking. Michael lives in Roanoke.