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Michael S. Bullis is a Partner, 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, and estate planning strategies.

Before joining Raymond James in 2015, Michael served as Vice President at one of Michigan's largest credit unions, where he 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. Michael is committed to delivering strategic, unbiased advice with the highest level of personalized service.

Bullis Wealth Strategies at Steward Partners, based in Royal Oak, MI, provides personalized wealth management and financial planning to individuals, families, and businesses. As part of Steward Partners, an employee-owned, full-service independent partnership and Registered Investment Advisor, we act as fiduciary to our advisory clients. We start with your goals and partner with you to create a plan designed to meet your needs, offering retirement planning, investment and risk analysis, wealth management, institutional money management, 401(k) education, defined benefit and 401(k) plans, and life and long-term care insurance. Raymond James serves as our custodian and platform provider, giving our clients access to leading investment research, specialists across financial disciplines, and market-leading technology.

Todd is an experienced wealth advisor who believes in the critical integration of tax planning and investment strategies as key components of effective wealth management. With a strong background in retirement planning and tax preparation, Todd brings a unique perspective to the financial planning process.

Prior to joining EP Wealth, he served as a Senior Private Wealth Advisor at Executive Wealth Management, where he worked closely with clients to develop personalized, holistic financial strategies.

A graduate of Central Michigan University, Todd began his career in financial services in 2005. In addition to holding the CERTIFIED FINANCIAL PLANNER" (CFP®) designation, Todd has earned the Certified Investment Management Analyst (CIMA®) and Certified Private Wealth Advisor (CPWA®) designations, underscoring his expertise and commitment to the highest standards of financial planning.

Todd resides in Brighton with his wife, Kristen, and their three children. Outside of work, he enjoys playing hockey, golfing, and staying active in the Brighton community.

Helping you achieve your financial goals is our priority. As an independent financial advisor, we bring an in-depth, planning-based approach to address your unique financial goals and needs.

As a fiduciary, we prioritize your best interests, and our fee-only structure delivers objectivity in our investment recommendations.