Michelle Marquez

Michelle’s approach to managing wealth begins with listening carefully to each client’s goals and needs, helping ensure every strategy is grounded in knowing what each wants to achieve. She is driven by a passion for helping clients pursue their goals and doing so with her personal, attentive service.

With more than 20 years of experience advising a diverse clientele, including entrepreneurs and retirees, Michelle possesses a deep understanding of the intricacies involved in creating meaningful legacies and the financial complexities that can accompany them. She has applied her specialized experience to help entrepreneurs and professional athletes address essential needs, such as cash flow management, employee retention, insurance, financing, succession strategies and wealth transfer.

Michelle’s prestigious awards from Forbes SHOOK Research include being named “Top Women Wealth Advisors Best-In-State” (2022), “America’s Top 1,000 Women Wealth Advisors” (2021), “Top Wealth Advisor Moms” (2021) and her latest nomination from Advisor Hub, “Top 25 Women Advisors to Watch” (2022).

The Forbes ranking of America’s Top Women Advisors was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: wealth advisors with a minimum of seven years of experience, client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Research summary (as of February 2022): 34,500 nominations were received based on thresholds and 18,465 advisors were invited to complete the online survey. 13,549 advisors were interviewed by telephone, 2,610 advisors were interviewed in-person at each advisor’s location, 1,203 were advisor web-based interviews, and 1,377 women won. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Raymond James is not affiliated with Forbes or SHOOK Research, LLC. This ranking is not indicative of an advisor’s future performance, is not an endorsement and may not be representative of an individual client’s experience.

The Forbes ranking of America’s Top 1,000 Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Research summary (as of February 2021): 32,810 nominations were received based on thresholds (9,785 women) and 1,000 won. This ranking is not indicative of advisor’s future performance, is not an endorsement and may not be representative of an individual client’s experience. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Raymond James is not affiliated with Forbes or SHOOK Research, LLC. Please visit https://www.forbes.com/top-women-advisors for more information.

2021 Top Wealth Advisor Moms SHOOK Research considered women advisors with children living at home under 21 years of age. The ranking algorithm is based on qualitative measures derived from telephone, virtual and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc., and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Working Mother receives compensation from the advisors or their firms in exchange for placement on a ranking. Research summary (as of 3/31/2021): from a total universe of 300,000 advisors, based on our thresholds we received 33,123 nominations, of which approximately 20% (6,624) were women and less than a quarter (1,400) at the time were mothers with children under the age of 21 and living at home. A final list of the top 500 advisors was then compiled based upon the quantitative criteria. Raymond James is not affiliated with Working Mother or SHOOK Research, LLC. This ranking is not indicative of an advisor’s future performance, is not an endorsement and may not be representative of an individual client’s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. For more information see shookresearch.com.

2022 AdvisorHub 25 Women Advisors to Watch The 2022 AdvisorHub 25 Women Advisors to Watch ranking is as of 6/23/2022 and based on an algorithm of criteria, focused on four key areas: scope of practice as measured by assets, production and level of service, year-over-year growth, and professionalism and character. The rankings weigh the scores in scope of practice and growth more heavily than other areas. Advisors considered have a minimum of seven years’ experience, a compliance record with no more than three complaints and must have been with their current firm since 1/1/2020. Out of approximately 560 total nominations received and 84 in this category, 25 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is not indicative of advisor’s future performance, is not an endorsement and may not be representative of an individual client’s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub.