Mikhail Veselov

Mikhail Veselov is a financial professional specializing in life insurance, investment strategies, and integrated financial planning. He works directly with private clients as well as financial advisors, attorneys, and CPAs to develop personalized strategies aligned with each individual’s goals, priorities, and stage of life. His work ranges from core protection and investment planning to advanced strategies involving estate planning, retirement income, and business succession.

He holds the Life, Health & Accident Insurance License, Variable Life Insurance & Annuity License, and FINRA Series 7 and 66 Registrations. Mikhail has a particular focus on evaluating and optimizing life insurance portfolios—addressing legacy planning, liquidity needs, and long-term policy performance. He partners closely with advisory teams to provide clear, coordinated, and actionable guidance.

In addition to his work in financial services, Mikhail is also an accomplished cellist and founding member of the Grammy®-nominated Neave Trio. Outside of work, he enjoys cooking and running.