Strategic & Unbiased Wealth Management Advice
Michael S. Bullis is the Director and fee based Financial Advisor at Bullis Wealth Strategies at Steward Partners, based in Royal Oak, MI. He provides comprehensive wealth management and financial planning services to individual and corporate clients across Michigan, Arizona, California, Delaware, and Florida.
Michael holds a Bachelor of Science in Finance from Ferris State University and maintains Series 7, 63, 66, and 24 Securities Licenses. With over 25 years of experience in the financial planning and investment industry, his areas of experience include:
- Portfolio Management
- Financial Planning
- 401(k) Education
- Estate Planning Strategies
Before joining Raymond James in 2015, Michael served as Vice President at one of Michigan’s largest credit unions. There, he successfully led the development and integration of the Investment & Insurance Services department, transforming it into a core business line and increasing assets under management by 59%.
Michael began his career in 1997 as Associate Vice President at GFS, Inc., a wealth management firm located in Beverly Hills, CA.
At Bullis Wealth Strategies, clients receive professional, objective guidance designed to empower informed investment decisions. At Bullis Wealth Strategies, Michael is committed to delivering strategic, unbiased advice with the highest level of personalized service.
Services Offered
- Retirement Planning
- Investment & Risk Analysis
- Wealth Management
- Institutional Money Management
- 401(k) Education
- Defined Benefit & 401(k) Plans
- Life & Long-Term Care Insurance
Fee Structure
- Fee-Based Asset Management
- Commission-Based Investment Products