Michelle Disney

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.