Michelle Klein

Michelle is a Financial Advisor with SageView Advisory Group, based out of the firm’s West Palm Beach, Florida office. In her role, Michelle is dedicated to educating individuals on their current financial plans and works with them achieve their long-term financial goals. In particular, she focuses on putting together strategies to help individuals feel secure in their retirement. Michelle enjoys educating people in her community about financial topics and strives to be a valuable resource and partner.

Before joining SageView, Michelle was a Financial Advisor with Edward Jones. She graduated from the University of Central Florida with a bachelor’s degree in Finance and received her MBA from Mercery University in Atlanta.

Michelle was born in Atlanta, Georgia but grew in Orlando, Florida, where she currently resides. Outside of work, she is co-leader for her daughter’s Girl Scout troop. She is an avid traveler and loves to spend time outdoors camping, hiking, and water sports.