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Michelle Walsh

Registered Assistant

About Michelle Walsh
Michelle Walsh has been with Heritage Financial Consultants since 2016. She processes account paperwork, manages the review process, and assists with the research and analytics for client portfolios, along with various other important duties. She graduated from Wilmington University with a B.S in Finance. She is currently pursuing her CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) designation.

Michelle lives in Springfield, PA with her husband and their two dogs. She enjoys taking on new projects around the house and garden, painting, and taking weekend hiking trips.

Certifications
  • FINRA Series 7 and 66
  • Life and Health insurance registered
Education
  • B.S., Wilmington University

302-529-1320

302-529-1324

2036 Foulk Road, Suite 104 Wilmington, DE 19810