Michelle Alayne Disney
Compliance Officer bij Adams Chetwood Wealth Management LLC
Profiel
Ms. Michelle A.
Disney is a Chief Operations Officer & CCO at Adams Chetwood Wealth Management LLC.
She is responsibilities include crafting client financial plans, managing clients’ investment portfolios, directing firm operations, managing the firm’s compliance policies, supervising staff, and directing the business’ marketing initiatives.
Ms. Disney was previously employed as a Senior Registered Client Associate by Wells Fargo Advisors Financial Network LLC.
She graduated from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill with a degree in Business Administration and a concentration in Marketing.
Actieve functies van Michelle Alayne Disney
| Bedrijven | Functie | Begin |
|---|---|---|
Adams Chetwood Wealth Management LLC
 Adams Chetwood Wealth Management LLC Investment ManagersFinance Adams Chetwood Wealth Management LLC (ACWM) is a wealth management firm headquartered in Durham, North Carolina. The firm was founded in 2015 and is principally owned by Allworth Financial LP, which is owned by Allworth Financial Group LP. ACWM offers wealth management services to pre-retirees and retirees with $2 million to $15 million. | Compliance Officer | - |
Eerdere bekende functies van Michelle Alayne Disney
| Bedrijven | Functie | Einde |
|---|---|---|
Wells Fargo Advisors Financial Network LLC
 Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a registered investment adviser and broker-dealer headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsor a number of wrap fee advisory programs. | Corporate Officer/Principal | 01-05-2015 |
Opleiding van Michelle Alayne Disney
| University of North Carolina System | Undergraduate Degree |
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Adams Chetwood Wealth Management LLC
Adams Chetwood Wealth Management LLC Investment ManagersFinance Adams Chetwood Wealth Management LLC (ACWM) is a wealth management firm headquartered in Durham, North Carolina. The firm was founded in 2015 and is principally owned by Allworth Financial LP, which is owned by Allworth Financial Group LP. ACWM offers wealth management services to pre-retirees and retirees with $2 million to $15 million. | Finance |
Wells Fargo Advisors Financial Network LLC
Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a registered investment adviser and broker-dealer headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsor a number of wrap fee advisory programs. | Finance |
