KeatsConnelly, an award-winning wealth management firm in West Palm Beach, Fla. that specializes in managing the complexities of accumulated wealth as well as US/Canadian cross-border planning, has named Santina M. Michel its newest associate planner.
Michel, a Delray Beach resident and German native, will be responsible for assisting planners in drafting specialized financial plans and conducting financial analysis. Michel holds two undergraduate degrees, in Finance and International Business and Trade, respectively, as well as a real estate license. She is currently working toward her M.B.A. in Financial Planning as well as becoming a CERTIFIED FINANCIAL PLANNER™ professional. Michel is also fluent in French.
KeatsConnelly is a wealth management firm with offices in Arizona, Florida and Michigan. The firm specializes in managing the complexities of accumulated wealth and US/Canadian cross-border planning through an integrated approach including: financial, investment, tax, estate and business planning, as well as the detailed management of all financial records and accounts. Keats, Connelly and Associates’ fee-only compensation model enables the company to maintain its philosophy of promoting clients’ best interests at all times while avoiding any potential conflict of interest with commissions. For more information on KeatsConnelly, please visit www.keatsconnelly.com.