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Michael Mccort

Founder and President

Liberty Private Client

United States, Florida, Fort Myers

About Me

Founder and President of Liberty Private Client, Mike has over 25 years of investment industry experience. Prior to Liberty Private Client, Mike was a Senior Vice-President at Girard, the Wealth Management Division of Univest Corporation. In addition to his primary role as a Portfolio Manager and Client Wealth Advisor, he ran the Equity Investment Committee for Girard for a period as well as being an active participant for most of his 10 years with the company. The Equity Committee guided the stock selection process used to make buy and sell decisions for stocks in client portfolios. Mike was also a Senior Wealth Advisor and Vice President with Charles Schwab Corp., one of the largest ass

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Profile Information

Founder and President

Liberty Private Client

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Fort Myers

Florida

United States

Aug 6, 2024

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