Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Michelle started her career as a client service representative in an insurance agents office and found that there were many people who did not understand insurance or investments. This spurred her goal to be able to educate people in these areas. She obtained her insurance licenses while working at a small leasing office that provided insurance products to employees. Michelle moved to Space Coast Credit Union in the Investment Services Department where she obtained her securities licenses.
Michelles' Goal is that her clients go to sleep at night not worrying about their retirement or investments and she strives to ensure that all clients that meet her leave more knowledgeable about insurance and investments. Her Vision is to ensure that people understand their investments and available options that can assist them in meeting their life goals and dreams.
Michelle joined Merrill Lynch Wealth Management because she believed that the ethical standards and access to the widest variety of investment product offerings is the best option for her clients.
On a personal note, Michelle has been married for 30+ years and has two grown daughters who are successful in their chosen careers. She enjoys mahjong, the beach, reading, traveling, and learning new skills. Michelle mastered the art of making Pasta and she and her husband are enjoying the benefits of this new skill.
American College of Financial Services
University of Massachusetts System
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We will work to help you stay on track, regardless of what the markets are doing.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.