As a Financial Consultant, Ms. Williams has developed and honed her experience in the insurance and financial service industry since 1985. Michele focuses on helping to design wealth accumulation, estate preservation strategies, and retirement planning programs for individuals, families and business owners.
“My goal is to provide individuals and business owners with comprehensive investment, insurance and asset preservation services. Our program of integrated planning helps offer balanced and flexible strategies designed for your particular circumstances and objectives. Each financial instrument is part of a well-conceived plan designed to help you achieve optimum performance and exceptional value.”
Michele offers a variety of financial protection and asset accumulation products and services, including life, disability income and long-term care insurance, annuities, variable insurance and annuities, mutual funds, and strategies for funding education and retirement plans. The depth of Michele’s commitment is evidenced by the long-lasting client relationships she forms.
Michele is a recipient of the 2003 “realLIFEstories” Client Service Award presented by the Life and Health Insurance Foundation for Education (LIFE) and Newsweek magazine, one of only five yearly recipients nationwide. The program is a nationwide effort to find true stories that illustrate the benefits of life, health, disability income and long-term care insurance, and the valuable role of financial professionals in the lives of their clients.
Over her career Michele has earned numerous recognition awards within Equitable Advisors, including the Centurion and Summit awards, ultimately leading to her induction into Equitable Advisors’s Hall of Fame. She has been recognized for her leadership skills and service to clients and has consistently received the company’s National Quality Award and the National Sales Achievement Award.
Committed to professional education, Michele has earned the industry’s designation of Chartered Life Underwriter (CLU), a professional designation of the American College, and is a continuing student at The American College. She is a past life and qualifying member of the Million-Dollar Round Table (MDRT) Court of the Table, the premier international association of financial professionals. Michele demonstrates exceptional professional knowledge, strict ethical conduct and outstanding client service.
Michele is often invited to speak at seminars, workshops and speaking engagements by associations, companies and universities.
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA< SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC. Equitable Advisors and its affiliates and associates do not provide tax or legal advice or services.
CA Insurance License #0F73034