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Team Members

  • Michael Spivey

    Director of New Business Development

    Michael Spivey has been a leader in the Financial Services industry for the last 30 years. He began his career with Mutual of New York in Baltimore, Maryland where he quickly achieved Million Dollar Round Table status and was numerous company awards. Within a few short years, he was asked to consider a path in management where he continued his success developing one of the company's largest sales units nationally. It wasn't long before the MONY group asked him to broaden his scope and make a cross-country move to San Francisco, California as the Director of Field Development for the Western Region. Both professionally and personally, San Francisco became home for he and his wife, Debbie, and daughters, Elizabeth and Allison.

    Michael was fortunate when an opportunity to become the Managing Director for the Bay Area presented itself. Under his leadership, this group became one of the largest and profitable branches in the country. Recognized for his unique ability to attract and retain successful reps, Michael was appointed one of two positions as Vice President of Market Development. As the industry changed to a more independent, Michael left MONY and joined Woodbury Financial as Vice President of the Western Region. At Woodbury, he became responsible for the growth and supervision of the Western Regional Vice Presidents. Over the next five years, Michael and his team helped transform Woodbury Financial into one of the more elite independent Broker Dealers in the country. His efforts helped in the Woodbury qualification for the prestigious Broker Dealer of the Year Award. Michael and his wife continue to live in the San Francisco Bay area.

    Email Michael