Michelle Massey is a Financial Advisor at Merrill Lynch Wealth Management. Michelle’s tenure at Merrill extends 21 years. She enjoys working for her clients on comprehensive wealth management strategies. Michelle is inspired when she enhances and empowers her client’s financial decisions. Her motivation continues by serving her clients through purposeful conversations that navigate the investment world and focus on their goals. She is a CERTIFIED FINANCIAL PLANNER® Professional. This designation is awarded by the Certified Financial Planner Board of Standards, Inc. She earned an MBA in Business Administration through The University of Phoenix in 2010.
Michelle is involved within her community and in the Livermore School District. Her family is active with The Boy Scouts of America Pack 915 and Troop 931.
In her spare time, Michelle enjoys being in the outdoors, either enjoying sportsman activities with the family, camping, or tending to her garden.","Michelle Massey is a Wealth Management Advisor at Merrill Lynch Wealth Management. Michelle’s tenure at Merrill extends 21 years. She enjoys working for her clients on comprehensive wealth management strategies. Michelle is inspired when she enhances and empowers her client’s financial decisions. Her motivation continues by serving her clients through purposeful conversations that navigate the investment world and focus on their goals. She is a CERTIFIED FINANCIAL PLANNER® Professional. This designation is awarded by the Certified Financial Planner Board of Standards, Inc. She earned an MBA in Business Administration through The University of Phoenix in 2010.
Michelle is involved within her community and in the Livermore School District. Her family is active with The Boy Scouts of America Pack 915 and Troop 931.
In her spare time, Michelle enjoys being in the outdoors, either enjoying sportsman activities with the family, camping, or tending to her garden.
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.
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.
