Michelle M. Romano – 2003
retirement Advisor, Managing Director, Wealth Management
Michelle’s expertise is in helping our clients retire with confidence. As a licensed Investment Advisor, Michelle’s focus is personal wealth management. Consulting and advisory services include financial planning, retirement income planning, investment management and ongoing due diligence. With over 20 years of industry experience she is able to create unique relationships with each customer to ensure their specific needs are met.
In 2008, Michelle was promoted to Managing Director of the Investment division. She is also a member of the Leadership Team and oversees the operations of the firm.
Michelle has been in the financial services industry since 1995. She began her career at Dean Witter Reynolds in New Haven, CT. She then transferred to the Portland, Maine branch of Morgan Stanley where she obtained the designation of Retirement Planning Specialist.
Michelle holds her Series 7, Series 63, Series 65, Series 31 and Life & Health Insurance licenses. She has a B.S. in Business Administration from the University of Southern Maine,
Michelle lives in Scarborough and enjoys cooking, reading, skiing, and entertaining with family & friends.