Meet Michelle
Michelle is a Sr. Wealth Advisor based in Sarasota, Florida. She joined Mercer Advisors after serving in various roles at Raymond James, Charles Schwab / TD Ameritrade, Morgan Stanley, Reel Options, and Merrill Lynch. Michelle earned a B.S. degree in education and a MBA degree.
Michelle’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Michelle has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Guiding clients through living in retirement with steady income and smart planning
Her working style
Michelle is known for her thoughtful questions and ability to educate along with simplifying complex matters. She loves building long-term relationships grounded in trust, and collaborating on retirement planning with widows and consulting business owners.
Michelle in real life
What makes you tick?
I enjoy helping elderly women without financial knowledge gain confidence.
What keeps you busy outside of work?
I’m a third-generation native of Clearwater, Florida. My husband and I have three adult boys. We love boating, and swimming in our pool.
Why do you like working at Mercer Advisors?
It’s a family office that can help in all aspects of a client’s financial life.
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