We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
With more than 23 years of experience in financial planning and investment management, Michelle Parsons has the accumulated knowledge and perspective to help keep you and your financial future on a steady course. Michelle understands the dynamics of wealth, how to balance the complex forces at work, and how to adapt intelligently as conditions change.
As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Michelle will be with you every step of the way, offering sound advice and customized financial strategies designed specifically for you.
Michelle endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using the industry’s most comprehensive resources. Her investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.
Based on what she learns about you and your goals and an analysis of the current financial markets, Michelle designs a customized investment portfolio based on recommendations made solely with your best interest in mind. She then takes the time to explain her recommendations and, once you are comfortable with your new plan, Michelle puts it into action and continuously monitors its performance for opportunities to help adapt to life changes and new goals.
Michelle began her career in financial services in 1996 and previously spent 23 years with Edward Jones. Today, Michelle helps to provide financial and estate planning through the use of equities, fixed-income securities, managed money, 529 education savings plans, and more through Raymond James.
*Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
