Broker Check
Michael McRae

Michael McRae

Operations

Michael is a highly skilled professional with a Bachelor of Arts in Economics from the University of North Carolina at Chapel Hill. With a strong foundation in economics, he has built an impressive career in the financial sector.

During his tenure as a Brokerage Operations Analyst at TIAA in Charlotte, NC, from October 2014 to November 2023, Michael played a pivotal role in supporting Wealth clients and advisory teams. His responsibilities included addressing internal department queries, account maintenance, and processing various financial transactions such as New Accounts, IRA Distributions, wire transfers, and stock certificate deposits.

Prior to his role at TIAA, Michael served as a Brokerage Associate at Vanguard in Charlotte, NC, from July 2005 to August 2014. Notably, he achieved perfect attendance with zero unscheduled absences for over 10 years. His expertise encompassed retail account trades for stocks, mutual funds, ETFs, and CDs, as well as providing investment guidance, problem resolution, and assisting clients with asset transfers. Michael also managed small business accounts, including SEP, SIMPE IRAs, and Individual 401k.

Before his brokerage role, Michael gained experience as a Client Relationship Associate at Vanguard, Charlotte, NC, from August 2004 to July 2005. His responsibilities involved mutual fund discussions and account services, showcasing his commitment to client relations.

Michael possesses technical proficiency in tools like Bloomberg Terminal and ThomsonOne, and he holds several FINRA licenses, including Series 7, 6, and 63. His expertise extends to client relationship management, reflecting his dedication to providing excellent service in the financial industry.

In recognition of his achievements, Michael holds the honorable title of Eagle Scout, demonstrating his commitment to leadership, community service, and personal development.