Business Information
As a Senior Wealth Advisor based in Rockford, Michelle fosters enduring client relationships. She serves high-net-worth individuals and families, helping them pursue their financial objectives through personalized investment advice. Michelle's holistic approach incorporates financial planning and portfolio management, ensuring a comprehensive and tailored service for her clients.

With a career spanning over three decades in the wealth management industry, Michelle’s experience includes asset management, retirement planning, estate planning, mutual funds, and investment management. Before joining Midland, she held key positions such as Senior Wealth Advisor and Vice President / Portfolio Manager at large financial institutions.

Opening Times
Mon-Fri 8am-5pm, Sat-Sun Closed

Map location Select here to view map

Editing or updating this listing

Update your details here if you are unaware of any log-in information for this listing.

Disclaimer

Opinions expressed within reviews are those of the individual author and are not the views or opinions of Lowi Ltd, My Local Services or any of its employees.

If you have an issue with any review comments then please fill in the review issue form and include as much detail as possible.

Incorrect data:
If you want to report incorrect information on this web page, then please contact us and outline the issue. We aim to resolve most problems within one business day.