Michelle Reed

Wealth Planner

Michelle completed her bachelor's degree from Eastern Florida State College and has experience in customer service and management. Michelle holds the FINRA Series 7 and Series 66 registration with LPL Financial and is licensed in life, health, and variable insurance. She is also on the path to becoming a Certified Financial Planner ™ Professional through completing the required coursework at the Florida State University.

Michelle brings an extensive background in office administration, organizational management, and customer service to our practice. She has the skills to serve our clients efficiently and it is her professional goal to maintain the highest possible standards of service. She will continue to ensure that even our youngest clients receive seamless, quality service throughout their lifetime.

Michelle is an active member of the Rockledge Rotary Club and is regularly featured in the Beachside Connections Magazine where she provides insight on relevant financial topics to the local community. In her spare time, Michelle enjoys going to the beach, trying new foods, and taking care of her dog Piper and leopard gecko Roscoe. Michelle was born and raised in Melbourne and has great admiration for her hometown.