Leadership Redefined: Michele Walthert's journey from financial advisor to RIA leadership

Financial Planning
Michele Walthert
By Michele Walthert
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. · February 17, 2023 · 1 min read

 

Michele Walthert grew up in Switzerland. When her father suggested she "broaden her horizons" and go to college in the US, she moved to the States, got a crash course in the language from daytime talk shows, and ultimately graduated with a full time job lined up right before 9/11. Suddenly her path changed - as it did for so many - and she found herself as a receptionist in a financial firm learning the industry. She transitioned to client services then decided to pursue a career as a financial advisor. Now decades later, having become one of the country's top advisors (recently recognized by Forbes in 2023 as a Best in State Female Advisor) she stepped into her new role - as the Head of Advisor Success at Wealthspire Advisors. Here is Michele's story.

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