Michael V. Whitehead

Employer firm

Badgley Phelps Wealth Managers CRD 315440

$7.28B regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• CREDIT AND CASH MANAGEMENT SOLUTIONS. INSURANCE SOLUTIONS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2023 → Present
  Badgley Phelps Wealth Managers
  Seattle, WA
• 06/2022 → 09/2023
  Key Bank
  Seattle, WA
• 01/2021 → 06/2023
  Student - University Of Washington
  Seattle, WA
• 06/2019 → 12/2020
  Student- Tacoma Community College
  Tacoma, WA
• 11/2017 → 11/2023
  Us Army Reserve
  Seattle, WA
• 09/2015 → 09/2018
  Student - South Kitsap High School
  Port Orchard, WA

Designations

• Certified Financial Planner