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Michelle Morales

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Michelle Morales

Senior Financial Advisor, Senior Vice President | Merrill Lynch

Ontario, California, United States

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Michelle Morales

Summary

Michelle Morales is a seasoned Senior Financial Advisor at Merrill Lynch Wealth Management, where she has dedicated over two decades to helping clients achieve their financial goals. With a focus on comprehensive planning, she engages deeply with her clients, ensuring their financial strategies align with their life priorities. Michelle is recognized for her ability to foster honest communication and build lasting relationships, which she believes is vital for effective financial advising. Her notable achievements include being named on the Working Mother's "Top Wealth Advisor Moms" list, showcasing her commitment to both her profession and her family. A graduate of the University of California, Santa Barbara, she holds the Chartered Retirement Planning Counselor designation, underscoring her expertise in retirement planning. Michelle is passionate about community service and strives to educate clients, empowering them to make informed decisions. She is driven by the desire to help clients create lasting memories, not just wealth, and finds inspiration in her family, who are her greatest motivators.

General

Specialist

Technical Background

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Michelle Morales

Work Experience

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Senior Financial Advisor, Senior Vice President at

Merrill Lynch

January 2000 - Present

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Michelle Morales

Education

University of California, Santa Barbara, Bachelor's Degree

January 1990 - January 1994

Frequently Asked Questions about Michelle Morales

What is Michelle Morales email address?

Michelle Morales's primary email address is ********@ml.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Michelle Morales work for?

Michelle Morales is a Senior Financial Advisor, Senior Vice President at Merrill Lynch, a company specializing in Monetary Authorities-Central Bank.

Where Michelle Morales graduated from?

Michelle Morales holds a degree in from University of California, Santa Barbara.

How can I directly contact Michelle Morales?

To contact Michelle Morales directly, you can use the email address ********@ml.com. Complete contact information is available upon registration with Muraena.

Who is Michelle Morales?

Michelle Morales is a seasoned Senior Financial Advisor at Merrill Lynch Wealth Management, where she has dedicated over two decades to helping clients achieve their financial goals. With a focus on comprehensive planning, she engages deeply with her clients, ensuring their financial strategies align with their life priorities. Michelle is recognized for her ability to foster honest communication and build lasting relationships, which she believes is vital for effective financial advising. Her notable achievements include being named on the Working Mother's "Top Wealth Advisor Moms" list, showcasing her commitment to both her profession and her family. A graduate of the University of California, Santa Barbara, she holds the Chartered Retirement Planning Counselor designation, underscoring her expertise in retirement planning. Michelle is passionate about community service and strives to educate clients, empowering them to make informed decisions. She is driven by the desire to help clients create lasting memories, not just wealth, and finds inspiration in her family, who are her greatest motivators.

Michelle`s contact details

mail

********@ml.com

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