Michelle Lauder
Partner, Vice President and Wealth and Portfolio Specialist at Steward Partners Global Advisory | Manchester, New Hampshire, United States
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Michelle Lauder serves as a Partner, Vice President, and Wealth and Portfolio Specialist at Steward Partners Global Advisory, where she leverages her extensive expertise in wealth management to provide tailored financial solutions for a diverse clientele, including families, institutions, and multigenerational investors. With a strong foundation in financial planning and investment strategy implementation, Michelle is dedicated to delivering bespoke services that align with each client's unique goals and aspirations.
In her current role, Michelle is instrumental in leading key projects that focus on comprehensive wealth planning and professional asset services. Her proficiency in navigating complex financial landscapes allows her to craft personalized investment strategies that optimize portfolio performance while managing risk effectively. She is well-versed in institutional consulting and private banking, ensuring that her clients receive holistic financial guidance that encompasses all aspects of their wealth.
Michelle holds several industry certifications, including Series 7, Series 63, and Series 65 licenses, as well as a NH Life, Accident & Health Insurance license and a National Mortgage License. This diverse skill set empowers her to address a wide range of financial needs, from investment management to insurance solutions. Her unwavering commitment to client success and her ability to foster long-term relationships make her a trusted advisor in the financial services industry. At Steward Partners, Michelle continues to exemplify the firm’s mission of providing exceptional service and innovative financial strategies, ensuring that her clients are well-positioned for a prosperous future.
Partner, Vice President and Wealth and Portfolio Specialist at Steward Partners Global Advisory in May 2018 to Present
Senior Registered Client Associate at Wells Fargo Advisors in September 2014 to May 2018
Assistant Vice President, Financial Solutions Advisor at Merrill Edge in April 2014 to September 2014
Financial Advisor at Wells Fargo Advisors in July 2006 to March 2014
Registered Sales Assistant at Bear Stearns in April 2001 to July 2006
Registered Sales Assistant at CIBC World Markets in August 1999 to April 2001
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Series 7
Series 63
Series 65
NH Life, Accident & Health Insurance
National Mortgage License
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Discover more about Steward Partners Global AdvisoryWhat is Michelle Lauder email address?
Email Michelle Lauder at [email protected]. This email is the most updated Michelle Lauder email found in 2026.
What is Michelle Lauder phone number?
Michelle Lauder phone number is +18572332966.
How to contact Michelle Lauder?
To contact Michelle Lauder send an email to [email protected]. If you want to call Michelle Lauder try calling on +18572332966. (updated on September 13, 2024)
What company does Michelle Lauder work for?
Michelle Lauder works for Steward Partners Global Advisory
What is Michelle Lauder's role at Steward Partners Global Advisory?
Michelle Lauder is Partner, Vice President and Wealth and Portfolio Specialist
What industry does Michelle Lauder work in?
Michelle Lauder works in the Financial Services industry.
Michelle Lauder Email Addresses
Michelle Lauder Phone Numbers
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