Michelle Lee Decker
Operationeel Directeur bij Stoker Ostler Wealth Advisors, Inc.
Profiel
Ms. Michelle L.
Decker is a Managing Director & Senior Portfolio Manager at Stoker Ostler Wealth Advisors, Inc. She is a member of the Stoker Ostler executive committee, guiding the long and short-term direction of the firm.
She works closely with clients to identify individual financial goals and develop a portfolio strategy that will help achieve those goals.
She offers a depth of experience in financial planning and money management, with sensitivity to income and liquidity needs, tax consequences and risk tolerance for clients.
Ms. Decker is a member of the Stoker Ostler investment committee, which sets investment policies and portfolio strategies.
She has been with Stoker Ostler since February 1998, joining the group with financial advisory experience.
She received her Bachelor’s degree in Finance from Idaho State University and earned her MBA degree from Arizona State University, W.P.
Carey School of Business.
She received her Accredited Asset Management Specialist (AAMS) certification from the College of Financial Planning.
Ms. Decker is a Certified Financial Planner professional.
Actieve functies van Michelle Lee Decker
Bedrijven | Functie | Begin |
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Stoker Ostler Wealth Advisors, Inc.
Stoker Ostler Wealth Advisors, Inc. Investment ManagersFinance Stoker Ostler Wealth Advisors, Inc. (Stoker Ostler) is a SEC-registered investment adviser headquartered in Scottsdale, Arizona. The firm was founded in 1997 as Private Wealth Management Inc. and changed their name to Stoker Ostler Wealth Advisors, Inc. in 2007. The firm is a subsidiary of BMO Financial Corp., ultimately owned by Bank of Montreal (TSX, NYSE: BMO) in Canada. Stoker Ostler offers investment management, financial planning, and consulting services to high-net worth individuals, trusts, estates, charitable organizations, and other entities. | Operationeel Directeur | 01-02-1998 |
Eerdere bekende functies van Michelle Lee Decker
Bedrijven | Functie | Einde |
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American Express Financial Advisors, Inc. | Corporate Officer/Principal | 01-08-1998 |
Opleiding van Michelle Lee Decker
Idaho State University | Undergraduate Degree |
Arizona State University | Masters Business Admin |
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Bedrijven in privébezit | 2 |
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American Express Financial Advisors, Inc. | |
Stoker Ostler Wealth Advisors, Inc.
Stoker Ostler Wealth Advisors, Inc. Investment ManagersFinance Stoker Ostler Wealth Advisors, Inc. (Stoker Ostler) is a SEC-registered investment adviser headquartered in Scottsdale, Arizona. The firm was founded in 1997 as Private Wealth Management Inc. and changed their name to Stoker Ostler Wealth Advisors, Inc. in 2007. The firm is a subsidiary of BMO Financial Corp., ultimately owned by Bank of Montreal (TSX, NYSE: BMO) in Canada. Stoker Ostler offers investment management, financial planning, and consulting services to high-net worth individuals, trusts, estates, charitable organizations, and other entities. | Finance |