MK
Michael Kroll
Richmond, VA
Verified Identity
Portfolio Manager at
Thompson, Siegel, & Walmsley
Years of Experience
8 years
Average Client Size
$650,000
Member Since
2023
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 F...
Clientele
Ultra High Net Worth Individuals
High Net Worth Individuals
Business Owners
Retirees
Services Provided
Financial Planning
Investment Management
Tax Planning
Estate Planning Strategies
Specialties and Expertise
Ultra High Net Worth Planning
Endowments & Charities
Portfolio Construction
Retirement Income
Cash Flow Analysis
Philanthropic Planning and Giving
Alternative Investments
Tax Minimization Inv...
Business Ownership Strategies
Family Governance an...
Credentials and Designations
Series 66 - Uniform Combined State Law Exam
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Series 7 - General Securities Representative Exam
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Pricing Models
AUM
Education
College of William and Mary
Master of Business Administration (MBA)
Obtained in 2022
Randolph-Macon College
Bachelor of Science - Economics and Mathematics
Obtained in 2016
Advisor Links
Disclosures and Proof of License
SEC Profile
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Profile Last Updated: October 28, 2025