I consult with Advisors to help provide clarity to the challenges they face today and serve as a consultant who understands their business, values and goals for the future. Our industry and the role of the Advisor are at a crossroads, and whenever there is disruption in an industry there is also opportunity. I partner with Advisors who are ready to embrace these changes by focusing on stronger relationships and delivering an exceptional client experience.
I love watching and participating in just about any sport, and it’s a good thing since I coach youth football, baseball and basketball. I enjoy traveling with my family, which is always an adventure. And as much as I like reading a good book and watching a movie, it doesn’t happen too often these days. My four children keep me pretty busy, and I like it that way.
As a Regional Director, Mike Ozburn works with Advisors to help provide identify and clarify challenges they face today and serves as a consultant who understands their values and goals for the future of their business.
Prior to joining Loring Ward, Mike was with CNL Securities, working as a Senior Vice President and helping them build an RIA platform. Mike’s background also includes many years as Managing Director of Sales for Wells Investment Securities, where he oversaw 20 sales team members and covered national accounts throughout the central region. He began his career with Merrill Lynch in Jacksonville, Florida.
Mike holds Series 7, 24 and 63 licenses and earned his CFP®certification. He graduated from Florida State University with a BS in Economics.