Michele began her career as a Financial Advisor at Morgan Stanley.  Michele is a 2023 Wells Fargo Advisors Platinum Council Advisor, a distinction that is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production from the past year, and professionalism. Additional consideration may have included best practices and team structure. She was also selected as one of Forbes Top Women Wealth Advisors Best-in-State in years 2022, 2023 & 2024. 2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Datacompiled by SHOOK Research LLC based on the time period from 09/30/2022 - 09/30/2023(Source: Forbes.com). 2023 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2023; Datacompiled by SHOOK Research LLC based on the time period from 09/30/2021 - 09/30/2022(Source: Forbes.com). 2022 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2022; Datacompiled by SHOOK Research LLC based on the time period from 09/30/2020 - 09/30/2021(Source: Forbes.com). The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. She prides herself on being accessible to clients and working closely with their other professionals including attorneys and accountants, to focus on the total wealth management needs.  

Born and raised in Point Pleasant, New Jersey. Michele earned her bachelor’s degree in business administration from Shepherd University, and moved to Florida in 1989. In 2012, she completed the Financial Planning program with Kaplan University and earned a certificate.

Now backed by more than 20 years of financial services experience, Michele's areas of focus include fixed income strategies, equity investment services, and detailed estate planning strategies. Michele believes one of the hallmarks of her continuing success is the ability to help address each client's unique life planning goals, along with applying the resources necessary to develop financial strategies and insightful recommendations.

As a Financial Advisor, Ann Stickford helps manage assets for individuals, trusts, retirement plans, charitable organizations, and businesses. Through a comprehensive long-term investment approach, she helps her clients develop and implement strategies for building wealth and realizing their goals. Ann’s mission is to provide objective and timely financial advice and guidance – with the highest level of professional service – in building and preserving wealth for her clients.

Ann holds a bachelor’s degree in Theatre Arts from Ithaca College. In 1986, she began working with A.G. Edwards & Sons, a predecessor firm of Wells Fargo Advisors. With an emphasis on continuing education, she has also earned the CERTIFIED FINANCIAL PLANNER^® (CFP^®) professional designation from the Certified Financial Planner Board of Standards. For this designation, she had to complete approved educational programs, pass rigorous examinations, and meet stringent experience requirements. Additionally, Ann has also earned the Accredited Domestic Partnership Advisor (ADPA^®) designation, meaning she has completed a course of study encompassing wealth transfers, federal taxation, retirement planning, and planning for financial and medical end-of-life needs for domestic partners. CA Insurance License # 0H98116, Resident State - FL.