Michelle Ferlita
Financial Advisor @Baird
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WORK HISTORY
Financial Advisor @Baird
Tampa, FL, US
Conduct regular client meetings and portfolio reviews to assess overall financial health and goal progress- Execute trades across multiple asset classes in alignment with client objectives and market conditions- Develop comprehensive financial plans using client data and tax returns; provide actionable tax strategies/recommendations- Collaborate with team members to deliver holistic analysis, including insurance, estate planning, and cash flow projections.
EDUCATION
Mercer University
Bachelor of Business Administration - BBA, Accounting and Finance
University of Tampa
Master of Business Administration - MBA, Accounting
ABOUT MICHELLE FERLITA
As a Financial Advisor with The Hirsch Zavaglia Group at Baird, I’m dedicated to helping clients navigate their financial journeys. My unique perspective is shaped by my years in public accounting, where I specialized in preparing various types of tax returns. This experience provided me with a deep understanding of diverse financial scenarios, which I now leverage to offer a tax-centric approach to advanced financial and tax planning.I’ve always been passionate about empowering individuals. My transition from accounting to financial advising was driven by a desire to work directly with clients, providing strategic insights that help them make informed decisions and build secure financial futures. I’m committed to helping our clients achieve their financial goals with confidence and clarity.
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