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Michelle Snow

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Michelle Snow

FINANCIAL PLANNER & WEALTH MANAGER

Michelle Snow Investment Advisor was born in Dallas Texas and raised in Southern California. She is a wife and a proud mother of two young adult daughters; Alainna and Sarah. Michelle started her career in the financial services industry in 2001 with JPMorgan Chase in Austin Texas. Not only did she help clients meet their financial goals. Because of her success and throughout her career path she also became responsible for the continued education to 100s of financial advisors, managers, and licensed bankers across the country. Mrs. Snow has a passion for client satisfaction and believes that “you’re never wrong to do the right thing” – Mark Twain.

While holding a leadership position with the firm, Mrs. Snow became frustrated with the limited options retirees were offered. She discovered a large deficit when it comes to those in the Retirement planning industry who use all types of financial solutions to help a client reach their financial goals. This yearning to offer the very best options for her clients, without limitation, is why she is an Independent Wealth Planner. As a fiduciary, she has chosen to be held to a higher standard when it comes to disclosure and due care of her clients. With the type of Wealth Planning Michelle does, she can help her clients obtain a lifetime guaranteed income* stream which allows them to focus on enjoying their retirement years and all while their principle is protected.

Michelle believes that everyone should have someone with honesty, integrity and commitment to help make things simpler and less complicated. Michelle resides in Leander Texas and works with clients in both the Katy and Austin Texas areas. Michelle holds various professional designations including:

• Insurance License #2030277
• Series 65 License
• Investment Advisor Representative

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