Michelle Disney
Financial Advisor
Designations: CFP®
919-287-5660
Michelle Disney, CFP®, is a financial advisor in Allworth’s Durham, North Carolina, office. A CERTIFIED FINANCIAL PLANNER™ professional, she is a graduate of the highly regarded Kenan-Flagler Business School at the University of North Carolina. “My favorite part of my career as an advisor is helping clients find clarity and confidence around their finances,” Michelle said. At her legacy firm, Adams Chetwood Wealth Management, Michelle served as the firm’s Chief Operating Officer, Chief Compliance Officer, as well as a senior Financial Advisor.
Having managed all aspects of the financial planning process for retiree and high net worth clients, Michelle has a deep understanding of the nuances that go into not only crafting a roadmap for clients but implementing that plan. Michelle regularly coordinates with clients’ CPA’s and estate attorneys to make sure taxes are minimized and legacy wishes are fulfilled. “Every detail matters when you’re managing someone’s life savings” she says.
Michelle and her husband, Daniel, spend their free time exploring our country’s beautiful national parks and volunteering with various animal welfare agencies such as the Humane Society of the United States.
Michelle Disney, CFP®, is a financial advisor in Allworth’s Durham, North Carolina, office. A CERTIFIED FINANCIAL PLANNER™ professional, she is a graduate of the highly regarded Kenan-Flagler Business School at the University of North Carolina. “My favorite part of my career as an advisor is helping clients find clarity and confidence around their finances,” Michelle said. At her legacy firm, Adams Chetwood Wealth Management, Michelle served as the firm’s Chief Operating Officer, Chief Compliance Officer, as well as a senior Financial Advisor.
Having managed all aspects of the financial planning process for retiree and high net worth clients, Michelle has a deep understanding of the nuances that go into not only crafting a roadmap for clients but implementing that plan. Michelle regularly coordinates with clients’ CPA’s and estate attorneys to make sure taxes are minimized and legacy wishes are fulfilled. “Every detail matters when you’re managing someone’s life savings” she says.
Michelle and her husband, Daniel, spend their free time exploring our country’s beautiful national parks and volunteering with various animal welfare agencies such as the Humane Society of the United States.
“My favorite part of my career as an advisor is helping clients find clarity and confidence around their finances.”
- Michelle Disney, Allworth Financial Advisor
More About Michelle:
- Michelle loves to sing and has performed on shows such as Carolina Idol and FOX’s Gimme the Mike. She has also sung the National Anthem at Durham Bulls games over the years
- She has an identical twin sister
- Michelle enjoys gymnastics and went back into the sport at age 30 for five years which was very fulfilling for her
- She loves animals, lobbies for animal welfare bills, and has been a vegetarian for almost 15 years
- Michelle met her husband on the school bus in high school, and they’ve been together since she was 16 years old
About Allworth
30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.
Then, as now, we believed we could do better. Because you—and your money—deserve better.
We place the needs of our clients first every single time, because when financial guidance is uncompromised by self-interest or distractions — and our success is dependent on your success — you get more than just advice. You get a financial ally for life.
97% of Clients Stay With Us2
23,000+ Clients
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NBRI3
30 Years in Business
$19 billion AUM4
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