Work History
Edward Jones
Edward JonesJuly 2024 to CurrentFirst Command Brokerage Svcs
First Command Brokerage SvcsJanuary 2024 to July 2024
FINANCIAL ADVISOR
Michael Umstead
593 N Lecanto Hwy Ste A, Lecanto, FL 34461opens in a new windowAccepting New Clients
Serving clients with $250,000
Focus Areas
- Business Retirement Plans
- Retirement Savings Strategies
- Public Service Professionals
- Military Professionals & Veterans
- Healthcare Professionals
- Entrepreneurs & Business Owners
About Michael
Throughout my life, I have been drawn toward a career as a financial advisor.
I have been married to Beth for over 25 years, and we have two adult children, William and Kaylee. Beth and I love traveling internationally. When not traveling, we enjoy the theatre, volunteering in the community and watching college football.
My financial success journey started when I was 23 years old after graduating from the U.S. Naval Academy. I was approached by a financial advisor who educated me on how to create wealth by saving and investing smartly. Throughout my 31-year career in the U.S. Navy as a...
I have been married to Beth for over 25 years, and we have two adult children, William and Kaylee. Beth and I love traveling internationally. When not traveling, we enjoy the theatre, volunteering in the community and watching college football.
My financial success journey started when I was 23 years old after graduating from the U.S. Naval Academy. I was approached by a financial advisor who educated me on how to create wealth by saving and investing smartly. Throughout my 31-year career in the U.S. Navy as a...
Work History
Edward Jones
Edward JonesJuly 2024 to CurrentFirst Command Brokerage Svcs
First Command Brokerage SvcsJanuary 2024 to July 2024
Education
University of Aberdeen
University of AberdeenMastersUS Naval Academy
US Naval AcademyBachelor of Science
Education
University of Aberdeen
University of AberdeenMastersUS Naval Academy
US Naval AcademyBachelor of Science
Personal Interests
- Aviation
- Community Outreach
- Football
- Golfing
- Traveling
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 04:30PM |
| Mon | 09:00AM - 04:30PM |
| Tue | By Appointment Only |
| Tue | By Appointment Only |
| Wed | 09:00AM - 04:30PM |
| Wed | 09:00AM - 04:30PM |
| Thu | By Appointment Only |
| Thu | By Appointment Only |
| Fri | 09:00AM - 04:30PM |
| Fri | 09:00AM - 04:30PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 04:30PM |
| Mon | 09:00AM - 04:30PM |
| Tue | By Appointment Only |
| Tue | By Appointment Only |
| Wed | 09:00AM - 04:30PM |
| Wed | 09:00AM - 04:30PM |
| Thu | By Appointment Only |
| Thu | By Appointment Only |
| Fri | 09:00AM - 04:30PM |
| Fri | 09:00AM - 04:30PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Location
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