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Michelle S

Investor in Relationships, RIA, CFP. Advising since 1991-Denver

Occupation:

Personal Financial Advisor

Location:

Englewood, CO

Education Level:

Bachelor

Will Relocate:

YES

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My objective is to strengthen existing relationships and develop new ones with wealth management clients. In so doing, value and trust are established, encouraging the clients to bring more assets to manage as well as referrals.

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