Michael J. Larlee, AIF, CFP, CRPC
Senior Vice President, Financial Advisor
Michael J. Larlee
, AIF, CFP, CRPC
Michael is a CERTIFIED FINANCIAL PLANNER® professional, and Senior Vice President, Financial Advisor with over 21 years of industry experience. He is dedicated to helping clients identify what is most important to them regarding their financial situation, and understanding what successful financial outcomes look like in the client’s unique terms.
Michael is a Portland native and attended Grant High School. He graduated from Westmont College in Santa Barbara, CA, with a bachelor’s degree in economics and business. He began his investment career working in bond trading for Seattle Northwest Securities and then spent nine years at Merrill Lynch as a financial advisor before joining D.A. Davidson in 2015.
Outside of work, Michael and his wife stay very busy with their daughter, and several shared passions, including travel and athletics. He always enjoys a physical challenge and stays very active with a variety of sports, including bouldering and obstacle course racing. Michael competed on the show “American Ninja Warrior” in 2018, 2019 and 2021, going by the nickname “Rose City Ninja”. However, his is current favorite activity is coaching his daughter’s soccer team. He is also involved with youth mentoring and volunteering to support organizations focused on empowering youth and the foster care community.
Senior Vice President, Financial Advisor