Professional Bio
As a Wealth Advisor, Mike McCourt helps his clients take a comprehensive, strategic approach to financial planning even in the early stages of asset accumulation. Utilizing an in-depth financial needs assessment and in partnership with BB&T specialists in Banking, Strategic Credit, Risk Management, Investments and Trust & Estate Planning, he develops recommendations tailored to his clients’ needs, priorities and preferences.
Mike attended The Pennsylvania State University where he earned a Master of Business Administration and Millersville University where he earned a Bachelor of Science Business Administration. He currently maintains the Chartered Financial Analyst (CFA) designation as well as the Series 7, Series 63 and insurance licenses. Mike is also a member of the Nationwide Mortgage Licensing System, holding NMLS # 1895063. He has been in banking for more than 20 years. Mike is also active in the community, participating in the Ancient Order of Hibernians, CFA Society of Philadelphia, Center For Literacy and the Irish Chamber of Commerce.
