WHO WE ARE

Michael Duffy

Managing Director, Private Wealth Strategist Head of Art and Collectibles Planning for Merrill Strategic Wealth Advisory Group
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Michael serves as a Private Wealth Strategist for Merrill Private Wealth in the Southeast. Michael is also national Head of Art and Collectibles Planning for Merrill. As a wealth strategist he works with ultra-high net worth clients and their advisors to help craft customized wealth management strategies designed to meet their unique planning goals. As Head of Art and Collectibles Planning, he acts as a point person for clients interested in art loans, art and collectible consignments, as well as helps them with their art philanthropy and legacy planning. Michael's over 30 years of financial and legal industry experiences encompass a wide variety of topics, including helping to develop strategies for income tax planning, gift and estate tax minimization, philanthropy, asset preservation, executive compensation and trust design. He is a frequent lecturer and has created large library of educational materials for Merrill clients. Michael frequently publishes planning articles for lawyers and accountants.

Michael joined Merrill from Goldman Sachs, where he was a member of that firm’s Strategic Wealth Advisory Team, served as the Southeast Regional Director of Fiduciary Services, and was Goldman’s art and collectibles subject matter expert. Prior to joining Goldman Sachs, Michael worked at BNY Mellon Financial, JP Morgan Private Bank, Alley Maass Rogers & Lindsey, P.A., Coopers & Lybrand and Florida National Bank.

Michael is a member of the Georgia, Florida, North Carolina and South Carolina Bars. He holds the Series 7, 65 & 66 FINRA registrations.

  • Michael does not provide tax advice in his role with Merrill. Education
  • Flagler College; Bachelor of Arts (BA)
  • Ohio Northern University, Clause W. Pettit College of Law; Juris Doctor (JD)
  • The Georgetown University Law Center; (LL.M. Taxation)

More from Michael Duffy

Art Market Update

Misplaced masterpieces

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