Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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 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
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Supported by the global resources of Merrill Lynch, 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 Lynch, trust and fiduciary services from U.S. Trust, 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
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Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.