P. Michael Pela

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Senior Vice President – Investments
Benjamin F. Edwards - Gulfport, MS
401 Cowan Rd
Ste D
Gulfport, MS 39507

mike.pela@benjaminfedwards.com
Phone: 228-284-3131


MY PROFESSIONAL APPROACH

As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect.

My client-first commitment to you begins by asking questions and listening to your responses about your current situation and plans for the future. Are you caring for a family? What are your income needs now and during retirement? Are you transitioning your wealth to the next generation?

As we discuss these issues, we’ll work side-by-side to evaluate your current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.

MY BACKGROUND

Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2016 as a financial advisor and facilitated the opening of our Gulfport, MS, office. I began my financial services career in 1989, and I focus on assisting my clients with achieving their financial goals through proper planning and investment strategies.

On the personal side, I enjoy playing the piano, auto mechanics, history and travel. My wife, Susan, and I particularly enjoy traveling to music festivals and historical sites in Scotland and Ireland.

AREAS OF CONCENTRATION

  • Advisory Portfolios
  • Asset Allocation
  • Education Planning Strategies
  • Financial Planning Strategies
  • Investment Strategies
  • Retirement Planning Strategies
  • Wealth Management

EDUCATION

  • University of Southern Mississippi, Bachelor of Science Degree in Accounting
  • Retired Certified Public Accountant (CPA)
  • CERTIFIED FINANCIAL PLANNER professional (CFP®), 2007

WHAT IS A CFP®? A CERTIFIED FINANCIAL PLANNER, or CFP®, certification means a financial advisor has successfully completed a rigorous training program followed by a comprehensive 6-hour exam administered in accordance with the CERTIFIED FINANCIAL PLANNER Board of Standards. Professionals who are awarded this accreditation demonstrate skill in analyzing situations and developing personalized long-term financial strategies. CERTIFIED FINANCIAL PLANNER Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER in the U.S.