Michael Coutre

Michael Coutre

Vice President & Financial Advisor

Office: 707-524-4714
Fax: 707-526-0736
E-mail:
 

Michael Coutre is a Financial Advisor with 21 years of experience consulting, evaluating and developing strategies designed to meet expectations whether they be individuals, corporations, endowments or foundations.  Michael joined NBC Securities in March of 2015 following 6 years as a Financial Advisor and Branch Director with RBC Wealth Management in Santa Rosa, CA.  Michael began his financial services career with Merrill Lynch in 1994 where he was the Lead Client Relationship Manger on a team responsible for over $250 million in client assets.

In addition to his licensing accomplishment, Michael also earned a CIMA designation through the Investment Management Consultants Association.  This designation focuses on asset allocation, ethics, due diligence, risk measurement, investment policy and performance measurement and requires designees to reaffirm their proficiency through continual recertification.

Mr. Coutre's philanthropic efforts include active participation as a committee member of the Schools Plus Endowment Fund, a board member of the Sonoma County Alliance and a member of the Santa Rosa Junior College Bond Oversight Committee, as well as former board positions on the St. Joseph Health System Board of Trustees, Memorial Hospice and the Hospital Foundation, the Mendocino County Primary Purpose Board, the James G. Cummings Foundation and as a committee member of the Sutter Medical Center of Santa Rosa Flight Review board.

Education/Certifications:

  Graduate - Worsham College

  Certified Investment Manager Analyst

  FINRA licenses: Series 3, 7, 63, 65, 9, and 10

  Life/Variable Insurance Licensed

Professional/Civic Associations:

  Committee Member - Schools Plus Endowment

  Board Member - Sonoma County Alliance

  Member - Santa Rosa Junior College District Bond Oversight Committee

Areas of Focus:

  Strategic Financial Planning

  Wealth Management

  Retirement & College Planning

  Tax-deferred and Tax-free Strategies