He aims to extend his impact beyond financial planning into broader community engagement and support.
CANTONMENT, FL, July 30, 2024 /24-7PressRelease/ -- Michael J. Wimmer II, CFP®, MS, has been selected for inclusion in Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
Mr. Wimmer is a distinguished managing associate at Magnolia Wealth Strategies, where he has demonstrated exceptional leadership and expertise in comprehensive financial planning since joining the firm four years ago. He has also built a laudable reputation for his people-focused approach to financial services. In addition to his current work, he has served as a financial advisor at MassMutual since 2020, and as a business consultant with UKnightedXP Inc. since 2021.
Mr. Wimmer's previous tenure at Lovell Government Services as its director of business development from 2019 to 2020 further showcases his versatility and ability to drive business growth. Prior to embarking on his civilian career, he dedicated over 20 years of service to the United States Marine Corps as a supply officer, an experience that instilled in him the values of discipline and leadership.
Prior to embarking on his professional journey, Mr. Wimmer studied business administration and management at the University of Phoenix, from which he earned a Bachelor of Science in 2007. Following this accomplishment, he received a Master of Science in logistics, materials, and supply chain management from Syracuse University in 2015. Additionally, he has earned several certifications that underscore his expertise and commitment to his profession, including as a Certified Financial Planner™ (CFP) from the CFP Board in 2024 and various FINRA certifications. His licensure as an insurance agent in accident, health, life, variable life and variable annuities by the Florida Office of Insurance Regulation further complements his comprehensive skill set.
Beyond his professional endeavors, Mr. Wimmer is actively involved in civic associations that reflect his commitment to community service, including as a Florida State Ambassador for The We Defy Foundation. His dedication to making a positive impact is also evident through the numerous awards he has received over the years, including the Golden Hammer Award for three consecutive years, the Community Service Award from MassMutual in 2022, and his recognition as the New Advisor of the Year by Magnolia Wealth Strategies in 2021.
Looking ahead, Mr. Wimmer is focused on advancing his career and expanding his practice, with an emphasis on community outreach and support for those in need. He plans to recruit additional advisors to join his team as part of this growth strategy. Through this vision, he aims to extend his impact beyond financial planning into broader community engagement and support.
About Marquis Who's Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Who's Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. The suite of Marquis® publications can be viewed at the official Marquis Who's Who® website, www.marquiswhoswho.com.
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