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Brentwood financial guide makes Forbes Top Women Wealth Advisors list for third year

For the third consecutive year, Mitzi Michaelson, a wealth manager at Merrill Lynch in Brentwood, has been named by Forbes as one of “America’s Top Women Wealth Advisors” for 2019.

Michaelson received her undergraduate degree from Millsaps College and received an MBA from Middle Tennessee University. With more than 19 years of experience providing financial and wealth management guidance and service, Michaelson’s primary areas of focus are investment strategies, retirement income planning and liability management.

Michaelson, of Murfreesboro, has held numerous leadership positions in the Stones River Medical Alliance, the Tennessee State Medical Alliance and the American Heart Association. She and her husband, Rick, are members of The Rutherford Society. She is also a Junior League of Murfreesboro sustainer and an active member in the Charity Circle of Murfreesboro.

Michaelson holds the Certified Investment Management Analyst® (CIMA®) and Chartered Retirement Planning Counselor  (CRPC®) designations. She has also served as co-president of the Tennessee Chapter of Women’s Exchange, Merrill Lynch.

Michaelson’s additional accolades have included:

  • Named to Forbes “Best-in-State Wealth Advisors” list in 2018 and 2019
  • Named to Working Mother/SHOOK Research’s “Top Wealth Adviser Moms” list in 2017 and 2018

Merrill Lynch Wealth Management is at 201 Franklin Rd Suite 250, Brentwood, TN 37027.

By | 2019-06-14T18:32:43+00:00 June 14th, 2019|Categories: BW-Money, BW-News|Comments Off on Brentwood financial guide makes Forbes Top Women Wealth Advisors list for third year

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