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Michelle Disney

Financial Advisor

Designations: CFP®

  919-287-5660

  Durham, NC

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. 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. 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.

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- Michelle Disney, Allworth Financial Advisor

More About Michelle:

About Allworth

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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

22,000+ Clients

Best in Class Advisors

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Best in Class Ethics

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30 Years in Business

$17 billion AUM4

Top 100 RIA Firm

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