Michael Turvey | AICPA ENGAGE 2019

Michael Turvey

CFP, CMT
Senior Strategist, TD Ameritrade Institutional
Draper, UT

Michael Turvey, CFP®, CMT Senior Strategist, Institutional Trading Education TD Ameritrade Institutional Leveraging his experiences as a former options broker and market maker, Michael focuses on helping emerging and established advisors more efficiently manage their time and client portfolios through technology and education. From individual consultations, weekly webcasts, and regional workshops, he gives advisors the insight and confidence they need to select, implement, and manage options strategies for their clients. Michael joined TD Ameritrade in 2003 and has spent the past 15 years creating and delivering content on topics such as portfolio management, technical analysis and options strategies. Additionally, he is a contributor to the TDA4advisors blog (tda4advisors.com), and has written articles published on Forbes.com and in TD Ameritrade’s thinkmoney® and The Ticker Tape® magazines. He has a Bachelor’s degree from the University of Illinois, is a Certified Financial Planner (CFP) certificant and Chartered Market Technician (CMT), and holds FINRA Series 3, 7 and 63 licenses.