Michael D. Carlucci

Since 1995, Mike has specialized in portfolio management, strategic investment and retirement planning. He has run an opportunistic, value-oriented equity portfolio since 1998. Prior to forming PWA Financial Mike was with a private investment firm as a member of the Investment Committee for 7 years and with Wachovia/Prudential Securities as Vice President of Investments for 11 years before that. Prior to the investments industry Mike spent 17 years in corporate America where he worked with Coca-Cola Foods, Pepsi–Cola and the H.J. Heinz Company in corporate finance, sales, customer service and logistics. Mike resides in Princeton, NJ and has two sons.