Michelle Tate, a Certified Financial Planner ™ * practitioner since 2007, and a Certified Divorce Financial Analyst ® professional has more than 20 years of experience serving individuals, families, non-profit organizations and corporations with their transitions and wealth management goals.
In her practice, Michelle works with clients to help them approach the financial complexities of the divorce process holistically. Her focus on education and understanding short and long-term financial and life goals prepares clients with analysis necessary to make informed decisions in the divorce process.
For more than ten years, working with clients in transition has been an important focus of Michelle’s practice. She works closely with Family Law and American Academy Matrimonial Lawyers (AAML) to help ensure that their clients understanding of their financial future is accurate and realistic. Michelle was also a co-teacher of the MoneyW!SE 12-week course on personal finance providing domestic violence survivors an opportunity to become financially literate, confident women.
Prior to joining Boenning & Scattergood, Michelle was a Senior Relationship Manager at Hawthorn, PNC Family Wealth and a Senior Portfolio Manager with BNY Mellon’s Wealth Management group. Her relationship management experience includes UBS in Philadelphia and serving as a consultant for several entrepreneurial software firms delivering financial services solutions in Canada and the United Kingdom.
Michelle’s community work includes serving as a weekend guide at the Philadelphia Museum of Art and as a board member of the Institute of Classical Architecture and Art (ICAA), Philadelphia Chapter. Michelle is a past president of the board of Center in the Park and past chairman of the Mid-Atlantic Charitable Trust Committee at BNY Mellon. Her volunteer work also includes the Atlanta Historical Society, Atlanta Committee for the Olympic Games (ACOG) and USA Luge.
Michelle earned a Bachelor of Arts in Journalism from the University of Alabama. Michelle holds FINRA Series 7 and Series 66 licenses. She is a licensed Life and Health Insurance producer with the Commonwealth of Pennsylvania and has completed Collaborative Law and Mediation Training. For more information visit www.boenninginc.com, Member FINRA/SIPC.
* To earn the CFP® designation, candidates must meet several requirements—the first of which is the educational requirement, which requires candidates to have a bachelor’s degree or higher from an accredited U.S. college or university. As a first step to the present CFP® certification criteria, students must master a list of nearly 100 topics on integrated financial planning. To fulfill the education requirement, students are required to complete course training in covered topic areas in order to meet the first requirement to sit for the CFP® Board Certification Examination.