Michelle Baxter
About Michelle Baxter
Michelle Baxter is a financial professional with extensive experience in private client services and wealth management, currently working at Chase and Wells Fargo Advisors. She leverages her military leadership background to enhance team dynamics and improve financial outcomes.
Work at Chase
Michelle Baxter has been employed at Chase since 2017, where she serves in the role of Private Client Services/Retail Mortgage. Over the course of her seven years with the company, she has worked in two locations in Tucson. In her current position, she focuses on providing tailored mortgage solutions to private clients, leveraging her extensive experience in the financial services industry.
Current Role at Wells Fargo Advisors
In addition to her role at Chase, Michelle Baxter has been a Wealth Management Consultant at Wells Fargo Advisors since 2016. She has spent eight years in this position, based in Rancho Santa Fe, California. Her responsibilities include advising clients on wealth management strategies and expanding her book of business within the finance and securities community.
Education and Expertise
Michelle Baxter studied at the University of Arizona from 1988 to 1991, where she focused on Pre-Law and participated in the ROTC program. She achieved a background in Pre-Law during her three years of study. This educational foundation, combined with her military leadership experience, informs her approach to team-building and financial outcomes.
Previous Experience in Financial Services
Michelle Baxter has a diverse background in financial services. She worked as a Financial Advisor at Merrill Lynch for 10 months in 2007-2008 in Costa Mesa, California. Additionally, she held a similar role at Charles Schwab for four months in 2015 in the Phoenix, Arizona area. These positions contributed to her expertise in wealth management and client relations.
Team-Building and Leadership Skills
Michelle Baxter utilizes her past military leadership experience to enhance team-building efforts within her current roles. She applies various team-building tools and protocols to improve financial outcomes and achieve better results in wealth management. Her focus on collaboration and strategic planning supports her success in the finance and securities community.