Michelle Fischer

Director of Strategic Communications & HR @Covenant Wealth Strategies

Wilmington, DE, US
MOBILE NUMBERS
+14•••••••80

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WORK HISTORY

Mar 2018 — Present

Director of Strategic Communications & HR @Covenant Wealth Strategies

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Wilmington, DE, US

Would your financial advisor be one of your first five phone calls when there is a change in your life – both good and bad? Have you thought about how you will respond to planned or unplanned changes? Our goal at Covenant Wealth Strategies is be on your First Five™ list because we care and because there is always a financial implication. Our advisors take a focused and tailored approach to comprehensive financial planning process that involves understanding client\'s unique financial objectives and designing a strategy that strives to build and preserve wealth over the course of your lifetime and events. Our advisors work diligently for our clients to earn the opportunity to be a First Five™ phone call. We understand that this position is sustained through exceptional service. Partnering with you allows us to live our purpose-driven mission and to act as a catalyst for your future.Email me at m•••••••@covenantwealthstrategies.com or call at 30••••••55 to learn more!Mission:The team at Covenant Wealth Strategies is a catalyst; striving to build financial confidence, see dreams followed, and help create enduring legacies.Core Values- Integrity - Excellence - Empathy- WisdomOur goal at Covenant Wealth Strategies is to be your trusted advisor by offering professional knowledge, integrity and personalized service. We are committed to building and maintaining a long-term relationship with you.Services: Financial planning, investment management, retirement planning, estate planning, tax strategies, risk management, saving on and for college etc.

EDUCATION

2003 — 2007

Ashland University

Communications, Media Productions and Music Performance

SKILLS

ResearchInterviewsHospitalsFinancial AnalysisHuman ResourcesEvent PlanningManagementStrategic PlanningNonprofitsRecruitingMarketingFinancial AccountingNon-ProfitsFinancial ReportingLeadershipFinanceHiringEmployee TrainingInterviewingSocial MediaTrainingMicrosoft Office

ABOUT MICHELLE FISCHER

As a member of the Leadership Team at Covenant Wealth Strategies, I focus on…

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Michelle Fischer — Email, Phone Number & Contact Info | Unifers