Michelle Patello
Wealth Management Advisor - Fort Collins
About Michelle
I am a Wealth Management Advisor at TIAA with 20 years of financial services experience. I earned a Bachelor of Science in Business Management from the University of Illinois at Chicago and graduated with distinction. I also hold FINRA Series 7 and 66 registrations in addition to maintaining licenses in life, long term care, accident and health insurance and variable products in all appropriate jurisdictions. I also conduct seminars for Women-to-Women in financial education and planning through TIAA’s institutional clients.
By observing my parents’ struggles with raising four children under difficult circumstances, I learned the value of gaining financial knowledge and implementing strategies early in life. In my journey, I found my passion to help clients achieve financial wellness. I enjoy developing strong relationships with my clients who entrust me to help them tailor a solid financial future. It’s a tremendous responsibility – one that I’m passionate about and take very seriously. My clients are like family to me.
I live in Fort Collins, Colorado with my two sons. In my free time, I enjoy hiking, biking, camping, cooking, reading, and binge watching movies with my boys. My most treasured moments are with my sons.
By observing my parents’ struggles with raising four children under difficult circumstances, I learned the value of gaining financial knowledge and implementing strategies early in life. In my journey, I found my passion to help clients achieve financial wellness. I enjoy developing strong relationships with my clients who entrust me to help them tailor a solid financial future. It’s a tremendous responsibility – one that I’m passionate about and take very seriously. My clients are like family to me.
I live in Fort Collins, Colorado with my two sons. In my free time, I enjoy hiking, biking, camping, cooking, reading, and binge watching movies with my boys. My most treasured moments are with my sons.