Midland Wealth Management: Michelle Boisvert
Investment Services Rockford
Description
As a Senior Wealth Advisor based in Rockford, Michelle fosters enduring client relationships. She serves high-net-worth individuals and families, helping them pursue their financial objectives through personalized investment advice. Michelle's holistic approach incorporates financial planning and portfolio management, ensuring a comprehensive and tailored service for her clients. With a career spanning over three decades in the wealth management industry, Michelle’s experience includes asset management, retirement planning, estate planning, mutual funds, and investment management. Before joining Midland, she held key positions such as Senior Wealth Advisor and Vice President / Portfolio Manager at large financial institutions.
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Investment Services(815)231-2713 (815)-231-2713 +18152312713
Map 6838 East State Street
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