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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 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
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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 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
Michelle Disney
Financial Advisor
Designations: CFP®
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.
Education and Certifications
Who I Best Work With
What Guides My Approach
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.
With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more — all under one roof and directed by one point of contact.
Because when financial guidance comes with a commitment to put your needs first — and our success is dependent on your success — you get more than just advice.
You get a financial ally for life.
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