Linscomb & Williams
Michelle O'Leary has over 15 years of experience in client services and finance. Currently serving as a Senior Client Service Associate at Linscomb Wealth since July 2019, Michelle previously held the position of Client Services Manager at Wealth & Pension Services Group from March 2011 to June 2019. Michelle began their career as an Accountant at CFE Federal Credit Union, where Michelle worked from May 2004 to March 2011. Michelle holds a Bachelor of Science degree in Business/Commerce from the University of South Florida, earned between 1996 and 2001.
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Linscomb & Williams
Since 1971, Linscomb & Williams has been dedicated to providing investment and planning strategies to our clients. Our experienced team of wealth advisers is focused on putting clients first and guiding you through investment and product selection based on your goals. Social Media Disclosures: https://linscomb-williams.com/wp-content/uploads/2020/06/LW-Social-Media-Disclosures.pdf