Michele Ouellette, Financial Advisor located in Lake Wales, FL

Financial Advisor
Michele E Ouellette

MBA, CFP®, AAMS®
151 E Central Ave, Lake Wales, FL 33853opens in a new window
Accepting New Clients
Serving clients of all asset levels
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Focus Areas

  • College Savings
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Art & Theater
  • Baking
  • Painting
  • Tennis
  • Traveling

Team Members

  • Cassandra Sonnier
    Registered Branch Associate Trainee
  • Angela Goolsby
    Sr. Branch Office Administrator
    FPQP®
  • Cheryl Nichols
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(863) 676-0775

Fax

(888) 245-3885

Office Address

151 E Central Ave
Lake Wales, FL 33853opens in a new window

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