As a licensed investment professional for over 27 years, Michelle Griffin enjoys helping clients preserve and manage their wealth throughout the different stages of their lives, so that they can pursue their financial goals. Michelle guides her clients every step of their way, from first time home buyers to new parents to young families whom she advises with life insurance planning, financial planning, and college planning, to more established couples who need guidance with retirement planning and consolidating their retirement accounts. Michelle advises clients close to or at retirement, in an effort to help them to preserve the assets that they spent all of their lives accumulating and presents them with options and strategies that seek to generate needed income and preserve wealth. Michelle takes time to not only understand her client's financial needs and goals, but helps to demystify the complex financial environment and all the choices they have, guiding them every step of the way to a sound financial plan and adjusting it over time as needed, to work toward their goals.
Michelle is a graduate of the Isenberg School of Management at the University of Massachusetts, Amherst. She majored in marketing and minored in Spanish. Michelle has over 33 years of experience of helping clients work toward their financial goals.
She joined Smith Barney in Boston after college and spent 15 1/2 years there as a Financial Advisor. With three children, she knew it was time to move out of the city and work close to home. She spent 2 years at New York Life, where she gained tremendous knowledge of different types of Life Insurance. Michelle decided in February 2010, that to best serve her clients' varying needs and provide objective advise, she wanted to work for an independent firm. She chose to work for LPL Financial because the firm has no proprietary products to sell. LPL Financial Advisors can provide independent advice and investment recommendations. Michelle has been with LPL for over 15 years.
Michelle holds series 7, 63, & 65 registrations with LPL Financial. She is also licensed to offer Life and Health Insurance, as well as annuities, since 1994. Michelle is a CERTIFIED FINANCIAL PLANNERTM, since 2006.
Michelle currently resides in Walpole, MA.