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Michael Mooney, CFP®

Financial Advisor
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The hardest thing in the world is to understand the income tax.

- Albert Einstein 

14 

years in the industry
Certifications

CERTIFIED FINANCIAL PLANNER®

Series 7 Securities Registration

Series 65 Securities Registration

Series 63 Securities Registration

State Insurance License

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Education

Economics, Bachelor of Arts, Union College

Masters of Business Administration, Union College

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Michael is a highly skilled financial advisor with a passion for tackling investment and tax scenarios. He is often the first to be tapped with research projects on saving scenarios, buy and selling moments for families as they look at new opportunities. And enjoys sitting on the investment committee that meets weekly at Ascend. With years of experience as the Director of Client Services at a boutique high net worth advisory in Boston, he brings a broad wealth of knowledge to Ascend Advisory Group. *Wells Fargo Advisors Financial Network does not provide legal or tax advice.

My Story

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Family

You’ll usually find him gardening and making the lawn as green as possible with his wife, along with fighting with the dog over lawn tools on the weekends. Michael
recently found a passion for golf, when not taking the kids to the park.

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Ascend Advisory Group, LLC | 6767 Longshore St., Suite 300 | Dublin, OH 43017  | 614.784.6000

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