Michelle Werth

Role
Managing Member and Senior Wealth Advisor at Werth Wealth Planning, Llc
Location
Syracuse, NY, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Michelle Werth

Building and nurturing productive relationships with individuals and small business…

Experience

  1. Managing Member and Senior Wealth Advisor

    Werth Wealth Planning, Llc

    Jan 2019 — Present

Education

  • University of Massachusetts Amherst

    Bachelor of Arts (B.A.)

    1992 — 1996

Skills

  • Exemplary Client Experience
  • Fusion Presentation
  • Product Management
  • Mutual Funds
  • Innovative Marketing
  • Client Relations
  • New Business Development

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Michelle Werth — Managing Member and Senior Wealth Advisor at Werth Wealth Planning, Llc in Syracuse, NY, US | Unifers