We love working with interesting and successful people.
Personal finance isn’t just our job, it’s our passion.
Michael H. Palmer, CFP®
Prior to founding Ark Royal Wealth Management, Mike Palmer spent over twenty-five years in the trust and wealth management fields.
A native of Raleigh, Mike’s career includes financial advisory and senior management positions at Central Carolina Bank, First Union National Bank and Trust Company of the South. He is a graduate of Broughton High School and the University of North Carolina at Chapel Hill and is a CERTIFIED FINANCIAL PLANNER™ professional.
Mike is an active member in several professional organizations including the National Association of Personal Financial Advisors (NAPFA) and the Wake County Estate Planning Council. In 2006, he was one of ten advisors from across the nation to be selected to serve on TIAA-CREF’s Board of Financial Advisors.
He was a founding member of the Dimensional Fund Advisors National Study Group (DFA NSG), comprised of ten advisors from several of the country’s leading independent Registered Investment Advisory firms. Mike’s civic involvement includes membership on the Administrative Board of Hayes Barton United Methodist Church, the UNC Educational Foundation’s Planned Giving Council and the Lacy Foundation Board. His past service includes serving on the boards of North Carolina Amateur Sports and the Raleigh Capitals Athletic Association.
Mike is a frequent writer and speaker, having articles published on financial planning and investing. He has been quoted on a variety of financial planning topics by national publications including Investment News, The Wall Street Journal, Bloomberg Wealth Manager and SmartMoney. He and his wife, Meredith, have four children. He has coached youth baseball and basketball and enjoyed a decade long career as a Division I basketball referee.
- Ark Royal Wealth Management
Client Service Consultant
Lisa is also a graduate of UNC-Chapel Hill with well over a decade of financial services experience. She and her husband David live in Apex and have two children. Lisa has a passion for college basketball and live music, especially Bruce Springsteen who she has seen live 33 times! Lisa is a proven talent who enjoys working with clients, with high follow through and attention to detail. She has a gift for telling you what she thinks, but in the most gracious way.
Memberships & Affiliations
CERTIFIED FINANCIAL PLANNER(TM) – The mission of CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.
NAPFA – THE NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS (NAPFA) is the country’s leading professional association of Fee-Only financial advisors — highly trained professionals who are committed to working in the best interests of those they serve.