Meet Vero Beach
Investment Advisor
Michael Conway
Helping families generate and maintain significant retirement income
About Michael Conway
- Military Veteran – 10 years service as a fighter pilot with USAF
- 25 years experience in the financial services industry
- Registered Investment Advisor
- Licensed in multiple insurance fields
- Friendly and easy to talk to
- Good listener
- Great communicator
- Able to make complex financial topics easier to understand
Michael is a devout family man, with 38 years of marriage to his wife, Valerie. He has 3 daughters and two grandchildren. Michael’s oldest daughter Jessica is a graduate of the US Coast Guard Academy, and is now a lieutenant in the US Coast Guard. Jillian, his middle daughter, is an educator and is the mother to his granddaughters. She works with Michael to assist with marketing and various other needs. Jennifer, the baby of the family, is a graduate of the University of Florida where she was the captain of the swim club. She now works as a Registered Dietitian. Valerie has two Masters Degrees, one in Speech and one in Audiology. She is currently helping homebound patients in the Vero Beach / Sebastian area. The Conway family are actively involved in their church and athletic sports.
Service History
After ten years of flying fighter jets for the USAF, Michael made his mark as a financial planner helping military families achieve their financial goals. He quickly became the United Services Planning Association & Independent Research Agency (USPA&IRA) District Leader and was in charge of the Southern Florida Peninsula for the company. His expertise in helping Senior Officers manage their retirement money earned him the prestigious Pinnacle Club and Summit Club awards five years in a row.
Michael is well traveled, and has given retirement planning seminars in the United States and in Europe. He also accompanied the Governor of Florida to Brazil to promote Florida businesses with the Enterprise Florida Initiative. Michael has studied and earned a Masters in Aeronautical Science and an MBA in Aviation.
Qualified
Michael Conway is a Registered Investment Advisor and is the President of ‘Michael Conway Financial Advisor’ and ‘Benefits Cost Consultants, Inc.’. Michael also holds insurance licenses for annuities, life, health, LTC and disability, which allows him to better advise and serve his clients.
He has a proven track record in risk management of wealth through securities as well as safe money strategies. After twenty-five years in the financial services business Michael is well versed in all aspects of helping young and mature families generate and maintain significant retirement income.
Michael has helped many people and their families during the recent turbulent economic times. Michael has a friendly easy personality, is a good communicator, and has the ability to explain important financial subjects in a concise, easy to understand manner.
In expert tennis, 80% of the points are won, while in amateur tennis, 80% are lost. The same is true for wrestling, chess and investing. Beginners should focus on avoiding mistakes, experts on making great moves.
~ Erik Falkenstein