Michele Kief
For more than two decades, Michele Kief has helped clients address financial concerns and develop strategies centered on their individual needs, goals and broader wealth management picture.
A career built around personal attention and long-term perspective
Michele began her career as a Financial Advisor at Morgan Stanley and has spent more than two decades working with clients on financial strategies shaped around their individual circumstances.
Born and raised in Point Pleasant, New Jersey, Michele earned a bachelor’s degree in business administration from Shepherd University and moved to Florida in 1989.
In 2012, she completed the Financial Planning program with Kaplan University and earned a certificate.
Michele prides herself on being accessible to clients and working closely with their other professionals, including attorneys and accountants, with a focus on the total wealth management needs of each client.
Her stated approach emphasizes integrity, competency, accessibility and engagement throughout the financial planning relationship.
Personal, coordinated and focused on the full financial picture
Individual Focus
Strategies are developed around each client’s specific needs rather than a one-size-fits-all approach.
Coordinated Advice
Michele works alongside attorneys, accountants and other professionals when appropriate to help keep wealth management decisions connected.
Accessibility
She places a high value on being available, engaged and responsive throughout the client relationship.
“We take a very personal approach to investing and providing balanced advice as you create, manage and transfer your wealth.”Michele Kief
Professional distinctions
Michele has received recognition from both Wells Fargo Advisors and Forbes/SHOOK Research.
Forbes Top Women Wealth Advisors Best-in-State
Michele was selected as one of the 2025 Forbes Top Women Wealth Advisors Best-in-State.