Michael McCord


Michael McCord, CFA, CFP®, CLU, AIF®
Wealth Manager
michael@mypinnaclewealth.com
813.387.4650

Michael McCord is the principal and founder of Pinnacle Wealth Management, LLC and has over 28 years of experience in the financial planning industry.

While attending college at the University of Missouri – St. Louis, Mike had a professor who had a strong impact on his view of the financial industry and guided him to pursue a focus in investments and client portfolio management. After acquiring his degree in Finance, Mike continued his studies earning his Chartered Financial Analyst, CERTIFIED FINANCIAL PLANNER™, Accredited Investment Fiduciary, and Certified Kingdom Advisor®.

After 19 years of experience in the financial industry, Mike founded Pinnacle Wealth Management in 2010 and has since served as the Chief Executive Officer. He is a member of the Financial Analyst Society of Tampa Bay and the Tampa Bay Society of CERTIFIED FINANCIAL PLANNERS™.

Originally from Saint Louis, Missouri, Mike has resided in the Tampa Bay area since 1989 with his wife of over 30 years, Jennifer. Mike and Jennifer raised two daughters, Samantha and Sarah. When Mike is not busy building investment portfolios and assisting clients with their individual goals, he enjoys bike riding, hiking, and reading.

Mike has the FINRA Series 6, Series 7, Series 24, and Series 63 held through LPL Financial.

 

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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