Title: Registered Principal, Financial Advisor, and Certified Financial Planner Professional
Company: LPL Financial
Location: Bluffton, South Carolina, United States
Michael G. Botwinick, registered principal, financial advisor, and certified financial planner professional at LPL Financial, has been recognized by Marquis Who’s Who Top Executives for dedication, achievements, and leadership in financial planning.
Mr. Botwinick is a distinguished wealth advisor with an impressive tenure at LPL Financial, where he has served as a registered principal, financial advisor, and certified financial planner since 1998. With over 40 years of professional experience, he has dedicated nearly three decades to his current role, showcasing his commitment and expertise in the financial sector. Mr. Botwinick’s responsibilities include meeting with clients to discuss their goals and developing comprehensive plans that encompass investing strategies as well as estate planning to ensure their long-term success. His proficiency in retirement planning and estate planning is highly regarded, earning him recognition as an expert in these critical areas of financial management.
Prior to his current position at LPL Financial, Mr. Botwinick was affiliated with American Express Financial Advisors from 1982 to 1998. During this period, he honed his skills as a senior financial advisor and district manager and became recognized as a certified financial planner for the organization in 1989. Mr. Botwinick’s dedication to client success was evident early on in his career and remains the cornerstone of his professional philosophy today.
Mr. Botwinick envisions transitioning his practice to his partners, so he can begin enjoying retirement. His plan has been carefully crafted over many years and will ensure that his clients will continue to receive exceptional service even as he steps back from his profession.
Beyond the financial realm, Mr. Botwinick was a member of the U.S. Coast Guard Auxiliary Air Patrol as a pilot for over 15 years. He was also a flotilla commander at Air Station Lincoln Park 10-01 with the U.S. Coast Guard Auxiliary from 2010 to 2012, where he demonstrated his leadership abilities and commitment to service in a volunteer capacity. Additionally, Mr. Botwinick is a life member of Navy League.
In preparation for his career, Mr. Botwinick earned an Associate of Science in biology from Fairleigh Dickinson University in 1975 and a Bachelor of Science in radiologic technology in 1975. Furthermore, he received a designation as a certified financial planner. These academic achievements have undoubtedly contributed to Mr. Botwinick’s analytical skills and meticulous approach to financial planning.
As a testament to his commitment to the field, Mr. Botwinick is an active member of the Financial Planning Association. In light of his professional accomplishments, he garnered recognition in the Guide to America’s Best Financial Planners in 2005 and 2006, was named to Baron’s Winter Circle Best of the Best in 2009, to New Jersey Monthly Top Wealth Managers in 2011, 2012, and 2013, and received recognition in Forbes in 2013. Mr. Botwinick attributes his success to his unwavering dedication to his clients, emphasizing that their importance drives him to maintain a high standard of service.
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