Michael Latimer
Associate Wealth Advisor
GET TO KNOW MICHAEL
Michael Latimer is an Associate Wealth Advisor at Achieva Wealth Advisors, proudly serving clients in the Palm Harbor, Trinity, Land O’ Lakes, and Carrollwood communities. With a strong focus on helping public servants and their families, Michael brings a deep understanding of the financial challenges and opportunities unique to those who serve.
Born to parents in education and military service, Michael developed a lifelong respect for service-oriented professions. That passion now fuels his work—especially in guiding clients through the complexities of the Florida Retirement System (FRS), including DROP, Thrift Savings Plans (TSP), profit-sharing plans, and pensions.
Michael believes that financial planning should be personal, empowering, and clear. He takes time to understand each client’s goals, concerns, and dreams, building trust through education and thoughtful guidance. His mission is to help clients make informed decisions that lead to long-term financial security and peace of mind.
Michael earned his Bachelor’s in Business Management from the University of Tampa, where he also met his wife, Elizabeth. Today, they live with their three children—Sterling, Fitzgerald, and June—on a 100-year-old citrus farm on Lake Magdalene in Carrollwood, Florida.
Outside of work, Michael is a hands-on family man who enjoys outdoor living and creative pursuits. He’s an avid drummer, a former sport bike racer, and a passionate DIYer. His hobbies also include motorsports and farming, which provide both challenge and fulfillment.
Whether helping clients navigate retirement or plan for the future, Michael brings a grounded, approachable style that reflects his values: service, family, and financial confidence.
LICENSING AND CERTIFICATIONS
- FINRA-registered Series 7 and 66
- Licenses in life, health, and variable annuities