As a trusted advisor to affluent families for nearly 20 years, Mike provides financial planning, asset and risk management, as well as estate and tax planning. Retiring after a 20-year career in management with Publix Super Markets, Mike’s experience serves as a valuable resource to Publix Associates contemplating or currently retired. He oversees our “Life After Publix” workshops and initiatives, including CollaborativeWEALTH®’s online presence with RetireFromPublix.com, and also directs the firm’s Wealth Planning process.
Mike is a CERTIFIED FINANCIAL PLANNER™ practitioner and currently holds Series 7 and 24 registrations through LPL Financial and a Series 66 through LPL Financial and CollaborativeWEALTH®. He also holds Life and Health insurance licenses as well as a Variable Annuity license with the State of Florida and is registered to provide investment services in multiple states.
Additionally, Mike is a member of the Kingdom Advisors – a group of financial professionals trained to provide biblical financial counsel to the faith community.
Career as an Advisor
- 1999 Began career at American Express Financial Advisors
- 2005 Joined Merrill Lynch
- 2009 Launched his independent practice, Henderson Wealth Management, with LPL Financial
- 2015 Merges Henderson Wealth Management with CollaborativeWEALTH®