Michael Bolen
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Michael Bolen
Vice President, Investment Services
Michael comes from a family background in the investment and banking industry in Maryland where he earned his finance and marketing degrees from the University of Maryland. He began his career in the investment industry in 1993 with a small firm in Rockville, Md.
Before joining Virginia Commerce Bank, Michael supervised the investment advisory services for several Washington DC branches of the 3rd largest brokerage firm in the US. Michael was responsible for over 50 million in portfolio assets and annuities. With more than a decade of financial experience he is ready to help you achieve your financial goals today.
Michael takes pride in providing his clients with the highest level of professional service. Michael brings a team approach to recommending appropriate investments for each client. Whether you are a growth or fixed income investor Michael will tailor a plan that meets your needs with the quality that his clients have come to expect over the last ten years.
You can contact Michael Bolen at our Vienna branch located at 374 Maple Ave, East; his phone number is 703-319-3385 x1and his facsimile is 703-319-2192.
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Michael will begin your financial planning process with a thorough discussion and analysis of your financial needs. A review of your past investment experience and current risk tolerance will help establish reasonable goals and expectations. With that insight, Michael can then develop a tailor-made investment plan to address your retirement, education, tax and estate needs.1
After your investment program is developed, Michael will provide recommendations on an appropriate blend of investments – stocks, bonds, cash, mutual funds, annuities or individually managed accounts – designed to meet your financial goals. Most importantly, he will consult with you on a regularly-scheduled basis to review your portfolio and ensure its performance is consistent with your plan’s goals.
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To achieve the retirement you envision, a well thought-out plan and the commitment to see it through are critical. Michael can help you establish and maintain an effective retirement plan for yourself and your family using a variety of retirement choices, including:
• 401(k) Analysis and Rollovers
• Self-directed IRAs
• Roth and Conversion IRAs
• Simplified Employee Pensions (SEPs)
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Michael can guide you through the financial decisions necessary to ensure that your assets are distributed as you wish, with a minimum of taxation or probate difficulty. Though not a tax or legal advisor, Michael will work with your advisors, as well as consult with other trusted experts, to assist you with a broad range of cost-effective trust services, including:
• Living Trusts
• Testamentary Trusts
• Charitable Trusts
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In addition to traditional brokerage services, Michael offers a wide array of investment programs designed to suit your investing style:
• VCB Portfolio Modeling
• Commission-based Accounts
• Fee-based Accounts
• Select Private Money Managers
• Direct Mutual Fund Investments
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Through UVEST, Michael has access to thousands of high-quality funds to help create a portfolio designed for your individual needs. In fee-based accounts, Michael may draw upon a variety of no-load mutual funds to develop a portfolio consistent with your retirement, college saving or income needs.2
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If you are looking for income-generating investments, Michael can assist you with a variety of strategies emphasizing income generation, preservation of capital or both. Often a combination of U.S. Treasury, government agency, zero coupons, municipal or corporate bonds provides the best blend of safety and income. A carefully constructed investment plan can help you prepare for the future and assist in achieving your investment goals. Because our personal approach means that your interests are always paramount, you can trust Virginia Commerce Bank to develop a strategy that meets your needs. It’s never too late to start building a foundation for your sound fiscal future.
To start the process, call Michael Bolen at 703-319-3385 Extension 1.
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1. Virginia Commerce Bank and UVEST Financial Services do not provide tax or legal advice. Be sure to consult with your tax and legal advisors before taking any action that would have tax consequences.
2. The prospectus on mutual funds includes complete information including charges and expenses. Please read it carefully before you invest. |
