Michael Zuber, CFP®, CTFA, AEP®

Senior Vice President, Managing Director

Michael Zuber
My background as a trust officer means you can be assured that the advice you receive is based on not only my education, but real world experience.

As senior vice president and managing director of our Raleigh office, Michael leads a team that provides the personalized service necessary to meet our clients’ investment, trust, and other wealth planning needs.

Michael has nearly two decades of experience in investment-related businesses, most recently as senior fiduciary officer for PNC Wealth Management in Washington, D.C. Prior to that, he was a financial advisor with Wells Fargo and Edward Jones Investments.

Michael earned a B.S. in business administration in management from the University of North Carolina at Charlotte and a Master of Trust and Wealth Management, magna cum laude, from Campbell University. In addition to earning the designations of CERTIFIED FINANCIAL PLANNER™ and Accredited Estate Planner, he also holds the American Bankers Association's Certified Trust and Financial Advisor (CTFA) designation and successfully completed its national graduate-level trust program.

Michael is a member of the Durham & Orange County Estate Planning Council and was past president of the Piedmont Estate Planning Council. He recently served on the local Board of Directors for Make-A-Wish® Foundation and Habitat for Humanity.

Michael lives in Raleigh. In his free time, he enjoys traveling internationally to exotic locations such as Iceland, Egypt, and Turkey. He is also a pilot based out of RDU and enjoys flying throughout North Carolina, especially along the Outer Banks.