Cfp® Michelle P. Tate

Michelle P. Tate, CFP® has over 19 years of experience in the financial industry. Michelle P. is currently the Chief Investment Officer at Holtec International, a position they have held since January 2020. Prior to that, Michelle worked at Boenning & Scattergood, Inc. as a Senior Vice President from April 2017 to January 2020. From November 2013 to April 2017, they served as a Senior Relationship Strategist at Hawthorn, PNC Family Wealth®. Michelle also gained valuable experience at BNY Mellon Wealth Management, where they held the roles of Senior Portfolio Manager from 2006 to 2013 and Financial Advisor from 2003 to 2006. Michelle P. began their career as a Financial Advisor at UBS Wealth Management from 2001 to 2003.

Michelle P. Tate, CFP®, holds a Bachelor of Arts (B.A.) degree, with a focus on Journalism, Marketing, and History, from The University of Alabama. Michelle P. has additional certifications, including a Life and Health Insurance License obtained in June 2018 from the Pennsylvania Insurance Department. Michelle is also a Certified Financial Planner®. Although the obtained month and year for their CFP® certification and Series 7 and Series 66 certifications are not provided, it can be inferred that they have acquired these certifications.