Vice President, BayCoast Financial Services Financial Advisor, Osaic Institutions, Inc. 508-491-3634 michael.oleary@osaicinstitutions.com
Meet Mike O’Leary
Prior to joining BayCoast Bank in 2019, Mike spent nearly 20 years in the investment industry, working for such financial institutions as Oppenheimer & Co. Inc., Roosevelt & Cross, Morgan Stanley and Bank of America.
As a Financial Advisor, Mike will provide access to investment products and services offered through Osaic Institutions, Inc. He will focus on developing new financial relationships at the offices in New Bedford and Fall River, with a client base spanning from Providence, Rhode Island to Cape Cod.
Mike is a graduate of the University of Massachusetts – Amherst, and spent three years on active duty as a United States Army officer. He holds Series 7, 24, 63 and 65 registrations. Mike makes his home in Pocasset, Massachusetts with his wife and their three children.
Investment products and services are offered through Osaic Institutions, Inc. Member FINRA/SIPC. BayCoast Financial Services is a subsidiary of BayCoast Bank. Osaic Institutions, Inc. is not affiliated with either entity. Products and services made available through Osaic Institutions, Inc. are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
Phillip Miranda
Associate Advisor, BayCoast Financial Services
