Michelle Mckinnon, CFP®
Wealth Advisor
“It’s hard to overstate the joy I feel in helping clients feel empowered in making key decisions in life.”
Michelle provides comprehensive wealth management and financial planning services to high-net-worth individuals and their families. She has spent her entire career in the independent wealth management industry and joined Klingman & Associates after working at another leading registered investment advisory firm in New York.
She earned her bachelor’s degree from New York University and is a CERTIFIED FINANCIAL PLANNER™ professional. She is passionate about helping women achieve financial independence and volunteers with Savvy Ladies, a nonprofit organization that provides free financial guidance to women.
Michelle has been recognized by Forbes on several wealth advisor rankings, including its Best-In-State Wealth Advisors and Top Women Wealth Advisors Best-In-State lists. She has also appeared on CNBC programs including Squawk Box, Power Lunch, and Closing Bell.
She lives in the Battery Park City neighborhood of Manhattan with her husband and two daughters.
Klingman & Associates, LLC is not affiliated with any of the organizations listed above.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER®