Michael Chio
Client Services

Michael Chio

Client Service Associate

Branch Professional, PWMCG

Michael Chio is a Branch Professional with Private Wealth Management of Coral Gables, where he supports clients with a strong commitment to professionalism, efficiency, and personalized service. He brings a proactive, solutions-oriented approach to client care and operational support.

His role consists of assisting with investment account servicing, client inquiries, and relationship management, ensuring a seamless and organized experience for both clients and advisors. Known for his problem-solving mindset and attention to detail, he plays an integral role in supporting day-to-day branch operations while delivering timely and accurate service.

Michael holds a Bachelor's degree in Finance from Florida International University and has earned the Securities Industry Essentials (SIE) designation. He is currently pursuing the Series 66, reflecting his commitment to continuous learning and professional development within the wealth management industry. His ability to learn quickly and stay highly organized allows him to adapt efficiently in a fast-paced environment.

Based in Miami, he enjoys staying active outside of work and has a strong interest in fitness, golf, and sports. His disciplined, team-oriented mindset carries through both his personal pursuits and his professional approach to serving clients.

Contact Michael

Reach out for assistance with account services, client inquiries, or operational support.

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Credentials

  • Bachelor's in Finance, Florida International University
  • Securities Industry Essentials (SIE)
  • Series 66 (In Progress)

Focus Areas

  • Investment Account Servicing
  • Client Relationship Management
  • Operational Support
  • Problem-Solving & Efficiency

Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Private Wealth Management of Coral Gables is separately owned and operated and not independently registered as a broker-dealer or investment adviser.