about michelle mount

Secure your financial future with the guidance of a dedicated financial advisor. In today's complex economic landscape, having a knowledgeable ally to help you navigate your finances is essential. I specialize in creating customized financial plans tailored to your unique goals and circumstances, whether you're saving for retirement, planning for your children's education, or looking to invest wisely.

I am a fully licensed insurance broker who brings extensive knowledge and experience to my clients. I am a trusted and consummate professional with years of licensing and annuities work that reflects my talents for understanding my clients needs. With an outstanding career in private and public sector executive management positions, I have the overall perspective needed to understand each client’s unique situation and direct them to the best solutions for their investments. I earned certification as an Executive Manager from Rutgers University and have many years of experience working with governmental agencies on legislative and financial matters. 

A former resident of New Jersey and current resident of South Carolina, I am a mother of three and grandmother of two. I am involved in the local community at Four Seasons community as well as a parishioner at St. Gregory the Great Church. I am also an avid golfer and member of the Riverton Pointe Country Club.

With my expertise by your side, you can make informed decisions that lead to financial stability and peace of mind. Let's work together to build a roadmap for your financial success. Contact me today to schedule a consultation and take the first step toward securing your future.