TITLE: Associate Wealth Advisor, Operations Manager
COMPANY: Connors Wealth Management
YEARS AT COMPANY: 10 months
YEARS IN BREVARD: 20
Michelle Pawling began her career in the financial services industry with a small employee leasing firm. She joined Space Coast Credit Union in 2004, where she was both a financial advisor and operations manager. Pawling joined Connors Wealth Management in June 2014. Her high level of client service is a perfect fit for Connors Wealth Management’s value proposition which provides a comprehensive wealth plan and extensive service and communication model to each client. Pawling manages a team consisting of a retirement planning specialist, a CFA Level III candidate (investment research associate), an event planner, and a director of first impressions, each working together to create an exceptional client experience.
As associate wealth advisor, Pawling makes the complicated simple by educating her clients so they can feel confident about the decisions they make regarding their financial health. In addition, the recent partnership with Marine Bank allows clients another avenue to manage their mortgages and business loans.
As operations manager, Pawling prides herself in being attentive and responsive to the daily needs of clients and staff, and her high level of accuracy and attention to detail. She enjoys working directly with clients, getting to know them personally and exceeding their expectations. The Connors Wealth App also helps clients stay connected with Pawling and the team.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Independent Financial Partners (IFP), A Registered Investment Advisor. IFP and Connors Wealth Management are separate entities from LPL Financial.