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Michael Kroll | Financial Advisor

Profile img for Michael Kroll, financial advisor at Thompson, Siegel, & Walmsley
Richmond, VA
Michael Kroll
Financial Advisor
Portfolio Manager at
Thompson, Siegel, & Walmsley

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
Michael is a graduate of Randolph-Macon College, BS and The College of William and Mary, MBA. Most recently, Michael worked as a Partner, Financial Advisor at West End Wealth Management. He was previously employed with Wells Fargo Advisors as Financial Advisor and at MassMutual Life Insurance as a Financial Services Professional. Michael is currently registered as an Investment Adviser Representative.
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Specialties and Expertise

10
Ultra High Net Worth Planning
Endowments & Charities
Portfolio Construction
Retirement Income
Cash Flow Analysis
Philanthropic Planning and Giving
Alternative Investments
Tax Minimization Investment Strategies
Business Ownership Strategies
Family Governance and Legacy Planning

Clientele

4
Ultra High Net Worth Individuals
High Net Worth Individuals
Business Owners
Retirees

Credentials and Designations

2
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Series 66 - Uniform Combined State Law Exam

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Series 7 - General Securities Representative Exam

Education

2
College of William and MaryMaster of Business Administration (MBA)Year Obtained: 2022
Randolph-Macon CollegeBachelor of Science - Economics and MathematicsYear Obtained: 2016
Quick Facts About Michael
Years of Experience:8 yearsMember since:2023Average Account Size:$650,000

Services Provided

How I help my clients

Financial Planning

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Investment Management

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Tax Planning

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Estate Planning Strategies

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Pricing Models

AUM

Proof of License

BrokerCheck
SEC Profile
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Richmond, VA
Michael Kroll
Financial Advisor
Portfolio Manager at
Thompson, Siegel, & Walmsley
AdvisorFinder Disclosure
AdvisorFinder ("AF") receives cash compensation from financial advisors in exchange for contact inquiries. AF is not an advisory client of any of the advisors it refers you to. AF has a conflict of interest because it has a financial incentive to refer you first to its paying customers (please click here for details). AF search results are conferred based on standardized and automated factors.
Profile last updated: 10-28-2025
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