Michelle Massey
,
Vice President, Wealth Management Advisor
NMLS #1850271
4900 Hopyard Road
Pleasanton, CA 94588
925.227.6642
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Michelle L Massey and her team of investment industry professionals combine their industry knowledge and capabilities with the global resources of Merrill to provide a full range of wealth management services to corporate executives and their families. With more than 20 years in the financial services industry, Michelle L Massey joined Merrill Lynch Wealth Management in 1999. She has experience with corporate benefit programs, including equity compensation, defined benefit, defined contribution and nonqualified deferred compensation plans. Michelle L Massey can help corporate executives integrate their corporate benefits into a long-term financial approach.

Michelle follows the deep-seated Merrill tradition of participating in the communities we serve. This drives her interest in spending time volunteering with organizations in her community.

Videos
Take charge of your financial future
About Me
Welcome

As your Merrill advisor, I offer advice and guidance based on your goals and priorities -- for yourself and your family. Our approach to financial planning places you -- not the market -- at the center of our focus. I can help you understand the pros and cons of every potential decision, and help you maintain discipline so you can pursue your most important goals. As your needs or market conditions change, I will continue to collaborate with you and help you organize your financial life so that we can agree upon adjustments to your plan, as needed.

Meet Our Professional Staff
Stephanie Hepp
Registered Senior Wealth Management Client Associate
925.227.6632
Kevin Hunter
Wealth Management Client Associate
925.227.6631
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Kate Mao
Wealth Management Banking Specialist
Cory Slattengren
Wealth Management Lending Officer
NMLS #633512
Leo Castro
Regional Lending Specialist
NMLS #1067714
Thursday, December 14th 2023| 11:00 AM PST
Looking Toward a New Era of Growth

Overview:

2023 started strong but events in Washington and around the world began to weigh on investors' minds. In this webcast, we'll explore where things could go from here and offer actionable portfolio ideas you could consider now to navigate emerging risks and opportunities.

Topics explored:

  • Insights on the economy, markets and emerging investment themes
  • Where earnings, interest rates and inflation could go next
  • How heightened geopolitical risks might affect the market outlook
  • Portfolio ideas and strategies
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Michelle Massey is registered to do business in AZ, CA, FL, ID, MA, MO, NC, NE, NJ, OH, OR, PA, TX, UT, VA, WA.