Social Security Optimization: What You Should Know
It is no secret that many Americans are ill prepared for retirement (excluding our clients,…
Michèle joined the firm in 2011 and serves as both a financial advisor and the Head of Advisor Success for the firm. Michèle has over two decades of experience addressing the unique and complex financial needs of high net worth executives, retirees, and families. As an advisor, she has developed a specialty working with clients going through life changes, such as retirement, divorce, and widowhood.
As Wealthspire’s Head of Advisor Success, Michèle has responsibility for driving Wealthspire’s excellence in practice management and Advisor development across the enterprise. She is the primary leader of advancing the firm’s practices and processes that drive Advisor success including business planning, sales management practices, Advisor development, and the tools, content and activities that support these efforts.
Forbes named Michèle to the Best-In-State Top Women Wealth Advisors list for the last two consecutive years, and included her on the list of America’s Top Women Advisors in 2021 and 2022.
Michèle formerly chaired the firm’s Financial Planning Committee and is now a member of the Advisor Council. She also served as co-head of the Potomac, MD office. Previously, Michele was a senior financial advisor with the Global Wealth Management Group at Merrill Lynch where she worked for ten years.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.