Michele Hargis
Investment Professional
- Role
- Partner & Managing Director at Oxford Financial Group, Ltd.
- Location
- Covington, KY, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Partner & Managing Director
Aug 2025 — Present · Cincinnati, OH, US
Managing Director of Family Office Services.\"I believe that serving wealthy families means more than managing wealth - it\'s about stewarding legacy, aligning complex needs with clear strategy, and delivering deeply personal, multi-generational solutions with trust at the core.\"
Skills
- Asset Management
- Credit
- Financial Modeling
- Portfolio Management
- Loans
- Fixed Income
- Equities
- Securities
- Retirement Planning
- Commercial Lending
- Series 7
- Investments
- Strategic Financial Planning
- Wealth Management
- Commercial Banking
- Asset Allocation
- Banking
- Mutual Funds
- Financial Analysis
- Investment Advisory
- Alternative Investments
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