Michele Stutts, CFP®, CDFA®

Senior 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
  • Former Board Member and Committee Chair 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.

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