Michael W Halloran, CFP®, ChFC®, CLU®, RICP®, AEP®
Estate & Business Planning Specialist

Physicians Nationwide

My Team

We appreciate the trust and confidence our clients place in us. Together, our team is committed to serving you and your needs. We strive to stay abreast of new ideas and are always here for you.

If at any time you have a question, concern, or need, please let us know.

Shirley M Malek

Shirley M Malek

Associate Wealth Management Advisor
Office 904-399-8308

Shirley Malek started working with Northwestern Mutual in February 1997. In July 1999, Shirley relocated and joined Mike’s team as an Operations Assistant. She now specializes in Insurance and Retirement Solutions. Shirley holds a Florida 2-15 Life, Health, and Variable Annuity License, a Series 7 General Securities License, a Series 63 Uniform State Law License, and her Long Term Care Licenses.

Shirley was awarded the Koch Group Commitment to Excellence Award in 2011.  Shirley’s commitment to both personal and professional excellence could well be summed up as nutritive. Over the years, she has paired client servicing, professional development, and community involvement to form a balanced plate for her Wealth Management Advisor, Michael Halloran.


Jessica Leonard

Associate Wealth Management Advisor
Office 904-399-8308

Jessica Leonard joined Mike's team in January 2018. Previously, Jessica was a Service Recovery Professional at Vanguard. Jessica works with Mike on Personal Planning Analysis for new prospects and existing clients. Additionally, she services exisiting investment accounts, opens new brokerage and advisory accounts, as well as assists with insurance contracts. Jessica also coordinates Mike's travel arrangements and plans the presentations for his conferences and talks.

Jessica holds a Series 7 General Securities License, a Series 63 Uniform Combined State Law License, and a Florida 2-15 Life, Health, and Variable Annuity License.

She graduated from the University of Georgia in 2016 with a Bachelor's of Business Administration in Marketing.

Jessica enjoys reading, staying active, and cheering on the Georgia Bulldawgs and Green Bay Packers.








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