MLR

Team

We care for our people.

Michelle Bullock

Wealth Management Advisor Associate

Professional Experience

As an Investment Advisor Representative, Michelle assists clients with their financial planning objectives and goals and the wealth management process by using the holistic planning approach. Michelle holds a Series 66 Securities license, Life and Health Insurance license and passed the Series 7 General Securities Representative Exam. She recently earned a Certificate in Financial Planning and is pursuing the Certified Financial Planner (CFP®) designation.

Prior to joining ML&R Wealth Management, Michelle gained experience working with Wealth Management firms in Atlanta, GA and Houston, TX. She began her career in Financial Services as a Committee Clerk for the Financial Institutions Committee at the Texas House of Representatives and at the Texas Department of Banking and Finance Commission in Austin, TX.

Industry Focus

  • Wealth Management
  • Investment Management
  • Financial Planning
  • Life & Health Insurance Analysis

Education

  • The University of Georgia – Terry College of Business - Certificate in Financial Planning
  • Stephen F. Austin State University - BBA in General Business

Community

Current

  • Pat’s Place, Volunteer