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Michelle Harrison

Michelle is an Associate Planner at Heritage. She supports client review meetings and all aspects of financial planning and client service. 


Prior to joining Heritage, Michelle managed a team of compliance analysts at LPL Financial. Prior to LPL, she worked at TD Ameritrade on the trade desk as a senior relationship manager.


Michelle has a Bachelor’s Degree in International Business and a minor in Finance from San Diego State University. Michelle currently holds the FINRA General Securities Representative (Series 7), 66, and 24 securities licenses and is in the process of pursuing her CFP designation.

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Ready to take the next step in your financial journey?

 

Get in touch to tell us more about your plans and see if we might be the right co-captain for you. 

Call (858) 613-9191 for a free consultation.

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(858) 613-9191

contact@hwmi.com

11440 W. Bernardo Ct.

Suite 390

San Diego, CA 92127

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Heritage Wealth Management, Inc. is a SEC Registered Investment Advisor. Heritage Wealth Management, Inc. may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered, have filed notice or are otherwise excluded or exempted from registration requirements. The purpose of this web site is for distributing information on products and services. Any communications with prospective clients residing in states or international jurisdictions where Heritage Wealth Management, Inc. and its representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements. Nothing on this web site should be construed as personalized investment advice, which can only be provided in one-on-one communications.

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