About Michele Kief
A professional background shaped by more than two decades of client service, financial planning and a highly personal approach to wealth management.
Early life and education
Michele Kief was born and raised in Point Pleasant, New Jersey. She earned her bachelor’s degree in business administration from Shepherd University and moved to Florida in 1989.
In 2012, Michele completed the Financial Planning program with Kaplan University and earned a certificate.
Career in financial services
Michele began her career as a Financial Advisor at Morgan Stanley. Over more than two decades, she has helped clients address financial concerns and develop strategies by focusing on each individual’s specific needs.
Her work emphasizes a personal approach to investing and balanced advice as clients create, manage and transfer wealth.
Working with clients
Michele prides herself on being accessible to clients and working closely with their other professionals, including attorneys and accountants, with a focus on the client’s total wealth management needs.
She describes integrity, competency and accessibility as core parts of her professional approach and remains engaged and committed to clients’ financial goals.