Michelle believes that sound financial strategies require planning, discipline, and risk management.
With nearly three decades of experience in the financial services industry, Michelle brings an uncommon depth of market knowledge and perspective to her clients. Her holistic and consultative approach focuses on building long term relationships with an emphasis on trust and satisfaction.
Michelle provides services to high net worth families and successful individuals including entrepreneurs, small business owners, corporate executives, professionals, and retirees.
At Wells Fargo Advisors Financial Network, Michelle has the PIM (Private Investment Management) Portfolio Manager designation.
She is also licensed through the State of CT with the Connecticut Partnership for Long Term Care.
Michelle received her CERTIFIED FINANCIAL PLANNER™ certification through the College for Financial Planning in Denver, CO in 1987 and served as President of the CT Financial Planners Association from 1999 – 2001.
She joined Merrill Lynch in 1991 and became an Assistant Vice President – Investments. In 1999 she joined Paine Webber which was later acquired by UBS Financial Services, Inc
In 2012, Michelle became a partner with Adaptive Wealth Management, LLC - an independent wealth advisory firm.
In August of 2017, Michelle joined Sullivan and Associates Wealth Management, LLC as First Vice President, Portfolio and Planning Associate.
Throughout her career, Michelle has been involved in Community activities including serving as a board member for the Saint Raphael Hospital Foundation and the Albert Schweitzer Institute for the Humanities.
Michelle is a graduate of Dartmouth College, (the 3rd class of co-education), an A.C.A. National Whitewater Canoe Champion and a past instructor of several Outward Bound Schools.
She lives in Charlotte, North Carolina with her husband Tim and enjoys skiing and swimming in her free time.
The PIM program may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.00.