Michael Volpe

Michael Volpe joined Wealth Protection Strategies in April 2026, bringing over 30 years of experience in investment banking, financial consulting, and wealth management. A Brooklyn native, Michael began his career in 1991 at Commonwealth Associates, a New York-based investment banking and fundraising placement agent, after graduating from Brooklyn College with a B.S. in Finance. At Commonwealth, he discovered his passion for providing personalized investment advice to corporate clients.

In 2001, Michael transitioned to vFinance Investments, focusing on emerging market opportunities and delivering trading and consulting services to micro, small, and mid-cap high-growth companies, along with institutional and high-net-worth investors interested in growth-oriented strategies. His expertise in identifying promising investments and navigating complex markets across a range of client objectives.

Michael joined Dreyfus, now BNY, in 2003 to support the growth enabled by the acquisition of Pershing LLC. Over the next two decades, he was a key contributor to managing approximately $2.1 trillion in assets through 2026. Recognized as an exceptional advisor, he held the distinction as the #1 advisor in BNY Advisor Services from 2007 through 2025 and was honored as a Presidents’ Club member for 20 consecutive years.

Known as a “perspective” specialist, Michael approaches financial planning with empathy and understanding. He listens intently, asks thoughtful questions, and always strives to see situations from his clients’ viewpoints, with the goal of developing planning approaches tailored to their individual goals and values.

Beyond his professional accomplishments, Michael is deeply committed to giving back. For 15 years, he has supported organizations such as St. Jude’s and the American Cancer Society, reflecting his dedication to making a positive impact in his community.

Michael’s personal life is rooted in his community and family. He has been married for 31 years to Susan Volpe, his high school sweetheart, whom he met at 16. Together, they have two daughters: Amanda, a Doctor of Physical Therapy, married to Jonathan, an Orthopedic Nurse Practitioner, and Lindsay, a Pediatric Nurse Practitioner. Michael cherishes the values of family, community, and a well-lived and fulfilled life, which also shapes how he serves his clients.

Michael Volpe is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC, Member SIPC, 250 Pehle Ave, Park 80 West, Plaza I, Suite 405, Saddle Brook, NJ 07663, Tel: 973-237-0100. Wealth Protection Strategies is not a subsidiary or affiliate of MML Investor Services, LLC or its affiliated companies.  CRN202904-11094337