Michelle Sils

Advises households on asset allocation, portfolio strategy, and financial planning in alignment with firm standards and regulatory requirements. Explains investment strategies and maintains audit-ready client documentation using Salesforce.

Supports Wealth Advisors serving affluent and high-net-worth clients with practice management and relationship development. Provides client education on markets, portfolio positioning, and risk, and uses Salesforce for task tracking and compliant documentation.

Provides ongoing portfolio and service support to high-net-worth clients within Schwab’s advisory offering. Executes trades and assists with questions related to performance, asset allocation, and market conditions while managing compliant documentation in Salesforce.

Executes trades and responds to client questions across equities, options, mutual funds, and ETFs. Delivers educational guidance and maintains accurate documentation while managing priorities in a regulated call center environment.

Oversees finance and insurance transactions while ensuring compliance with state and federal regulations. Recommends financing structures and protection products with clear explanations of terms, costs, and obligations.

Develops and executes promotional campaigns across digital, radio, and sponsorship channels. Manages internet marketing, advertising, events, and co-op claims to drive revenue and brand awareness.

Grade: GPA 3.91; Magna Cum Laude

Earned an MBA in Management from Florida Institute of Technology from 2017 to 2019, graduating with a GPA of 3.91 and Magna Cum Laude honors.

Completed a BS in Global Management & Finance at Florida Institute of Technology from 2011 to 2015.