Mike  Ivey

Mike Ivey

Phone: (806) 798-0045
E-mail:
 

Mike graduated with a B.S. from Texas Tech University in Personal Financial Planning. After successfully completing the FINRA sponsored Series 7 and Series 66 examinations which qualifies him as a Registered Investment Advisor Representative, he worked as a sales assistant, then as a junior advisor for a local firm where he assisted in managing more than $63 million dollars in assets.

Since then he has become a valued member of the wealth management team at RFS Financial Services. Mike focuses on introducing clients to comprehensive financial planning and educating his clients throughout their relationship. He uses traditional investments like mutual funds and exchange traded funds, as well as privately managed accounts which he offers as a Registered Investment Advisor Representative of Lincoln Financial Securities Corporation.

Areas of Expertise:
- Retirement Planning
- Asset Management
- College Planning
- Executive Benefits
- Life Insurance