UBS Financial Services
47yrs
Top 1% by experience in Atlanta
23yrs
Michael Dewitt is a financial advisor in Atlanta, Georgia, with 23 years in the industry. Michael joined Corient in 2022, after seven years at CI Brightworth Private Wealth and 13 years at Smith & Howard Wealth Management. Michael holds the CFA designation.
At a glance
Experience23 years (since 2003)
How that compares ?Top 23% by experience at Corient
Office3344 Peachtree Road, NE Suite 2000, Atlanta, GA 30326
FirmCorient
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$6.07 million
Advisors at the firm653
States licensed ?1 state
Services through Corient
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsMarket timingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2022 – nowCorientCurrent firm
- 2016 – 2023CI Brightworth Private WealthPreviously
- 2003 – 2016Smith & Howard Wealth Management, LLCPreviously
Questions to ask Michael
Tailored to Michael’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Corient at (305) 735-2020 and ask for Michael Dewitt. Michael works from the Atlanta, GA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2003, about 23 years. Top 23% by experience at Corient.
What licenses does Michael hold?
No exams are listed on the official record.
Is Michael a fiduciary?
Michael is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Michael paid?
Corient reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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