Mike Carclift

Mike Barclift, ChFC®, CLU®

Mike Barclift ChFC®, CLU® | Financial Advisor | Waddell & Reed, Inc.

Mike Barclift is a North Carolina native, born in Ft Bragg, NC into an Air Force military family. After spending his early years living throughout the US and overseas in the UK, he attended the U.S. Naval Academy in Annapolis, MD. Upon graduation and commissioning as an Ensign in 1983, he began his 21-year active duty career as a Surface Warfare Officer which included Command at Sea and various staff assignments afloat and ashore world-wide. After retiring from active duty in 2004 he immediately entered the financial services profession and has been in continuous practice since then as a Financial Advisor in the Hampton Roads area.

Professional Experience
  • 15 years of financial services industry experience:
    • Financial Advisor/Planner/Consultant
    • Life, Health, Long Term Care, and Property & Casualty Insurance Agent
    • Broker and Registered Representative
  • Chartered Financial Consultant ChFC® designation
  • Chartered Life Underwriter CLU® designation
  • Series 31, 6, 63, 65, 7 and SIE Securities Exams
  • Life and Variable Annuity Insurance Licenses
  • 21 years of active duty service as a Surface Warfare Officer, US Navy
Education
  • Certificate, Chartered Life Underwriter, The American College (2017)
  • Certificate, Chartered Financial Consultant, The American College (2011)
  • Certificate, Financial Planning, Kaplan University (2009)
  • MA, National Security and Strategic Studies, U.S. Naval War College (1994)
  • BS, General Engineering, U.S. Naval Academy (1983)
Professional and Civic Organizations
  • Norfolk Police Foundation – Board of Directors
  • Hampton Roads Community Foundation – Professional Advisory Committee
  • Portsmouth Boat Club – Board of Directors
  • Financial Planning Association (Hampton Roads Chapter)
  • Sail Nauticus
  • West Ghent Civic League
  • Military Community Youth Ministries – Club Beyond
  • Navy League of Hampton Roads
  • Surface Navy Association (Hampton Roads Chapter)
  • US Naval Academy Alumni Association (Hampton Roads Chapter)
  • Military Officers Association of America (Hampton Roads Chapter)