Michaela Speer

Wealth Advisor at Physicians Thrive
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Contact Information
us****@****om
(386) 825-5501
Location
Hilliard, Ohio, United States, US
Skills

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Bio

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Credentials

  • Series 7 - General Securities Representative
    FINRA
    May, 2023
    - Oct, 2024
  • Series 63 - Uniform Securities Agent State Law Examination
    NASAA
    Apr, 2023
    - Oct, 2024
  • Securities Industry Essentials (SIE)
    FINRA
    Mar, 2023
    - Oct, 2024
  • Series 65 - Uniform Investment Adviser Law
    NASAA
    Mar, 2018
    - Oct, 2024
  • Life and Health Insurance License
    National Association of Insurance Commissioners (NAIC)
    Jul, 2016
    - Oct, 2024

Experience

  • Physicians Thrive
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Wealth Advisor
      • Aug 2017 - Present

      Physicians Thrive is an award-winning advisory group, serving physicians as a trusted resource as they make informed decisions to maximize their income and wealth potential in all stages of their careers. I work exclusively with physicians and their families to eliminate the stresses and financial pitfalls that are unique to the medical profession. I’m passionate about equipping, training, and advising physicians so they can work towards achieving their professional and financial goals. Physicians Thrive is an award-winning advisory group, serving physicians as a trusted resource as they make informed decisions to maximize their income and wealth potential in all stages of their careers. I work exclusively with physicians and their families to eliminate the stresses and financial pitfalls that are unique to the medical profession. I’m passionate about equipping, training, and advising physicians so they can work towards achieving their professional and financial goals.

  • Northwestern Mutual
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Representative
      • Jul 2015 - Jul 2017

      - Responsible for setting meetings, consulting, and educating potential clients - Assists clients in building a secure financial future through life and disability insurance, retirement and estate planning, and business analysis - Attained various licenses required for working in the financial services industry - Responsible for setting meetings, consulting, and educating potential clients - Assists clients in building a secure financial future through life and disability insurance, retirement and estate planning, and business analysis - Attained various licenses required for working in the financial services industry

Education

  • Wayne State College
    Bachelor of Science (B.S.), Business Administration with Finance Concentration

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