Michele Stutts, CFP®, CDFA®

Wealth Advisor, Director

Charlotte, NC

LET'S CONNECT

Designations

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Certified Divorce Financial Analyst designation

 

Work Experience

  • Joined MAI in 2021 following the acquisition of Queens Oak Advisors, where she had served as a Client Advisor since 2014
  • Brings over 25 years of experience in financial services arena with a background that includes financial planning, tax management, and lending
  • Spent 18 years at a large national bank, progressing to Senior Vice President and managing the company’s expansion of Private Banking services in the Southeast
  • Passionate about empowering women to become more involved in their financial affairs and is active in MAI’s Women’s Network

 

Life Outside of MAI 

  • Served two consecutive terms on the Board of Directors at Charlotte Country Day School and participated on both their Investment and Financial committees
  • Currently serves on the Board of the Charlotte chapter of the Financial Planning Association
  • Chaired Programming and Membership committees

 

Education

  • University of Louisville, BA
  • University of Kentucky, MBA in International Business Administrations

We look forward to learning about your financial goals.

CONTACT