As a CFP® professional and Financial Advisor at Ascend Advisory, Michael Mooney works with individuals, high-net-worth families, and business owners to simplify complex financial decisions and build coordinated, long-term strategies. SPECIALTIES His practice encompasses investment management, retirement planning, tax and estate strategies, charitable giving, and the unique financial considerations of business ownership and succession. Michael takes a proactive approach, helping clients connect the many moving pieces of their financial lives rather than making decisions in isolation. Michael is also a connector. He believes great advice often means bringing the right people to the table, whether that is an estate attorney, CPA, business broker, or other specialist. He regularly creates opportunities for clients and business owners to build relationships and learn through networking events and curated programs featuring national speakers and leaders in investing, business, and wealth. Within Ascend, Michael is on the Investment Committee, evaluating global markets, risk factors, and institutional investment opportunities. Based in Dublin, Ohio, Michael works with clients nationwide, with particularly strong relationships in Florida, North Carolina, Oregon, and Washington. He brings a Midwestern approach to client service: accessible, responsive, and personally invested in helping clients navigate important financial decisions. EARLY CAREER Before joining Ascend, Michael served as Director of Client Services at a boutique high-net-worth financial firm in Boston. He holds a B.A. in Economics and an MBA from Union College. Wells Fargo Advisors Financial Network does not provide legal or tax advice.