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Michelle Price, Financial Advisor

FINANCIAL ADVISOR
Michelle Price

CFP®
3505 Converse Dr Ste 125, Wilmington, NC 28403opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews

About Michelle

In my practice, I focus on helping my clients grow and protect their wealth. I enjoy building personal relationships, learning what is most important to my clients, and then use a consistent and established process to build a personalized strategy based on their financial goals and comfort with risk.

I work with clients throughout their lives to regularly review their situation, goals and investments to help ensure they stay on track to achieve their goals. You can expect clear, complete explanations of investments and recommendations, as well as personalized attention and prompt answers to questions and concerns.

I graduated summa cum...

Work History

  • Edward JonesNovember 2014 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • East Carolina UniversityBachelors

Team Members

  • Kelly Gibbs
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Phone

(910) 395-0042

Fax

(877) 479-6193

Office Address

3505 Converse Dr Ste 125
Wilmington, NC 28403opens in a new window

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