About Michelle L. Raymond
Michelle began her career at Morgan Stanley in 2005 in the New York City Office. Her experience in Sales and Trading at Morgan Stanley Headquarters gives her a unique background that has shaped her practice. She returned to Geneva, NY, in 2014, where it all started with her college internship in the Smith Barney Geneva Office. Michelle’s passion is bringing excitement to long-term investment planning and guiding families to align their strategy with their goals. The team’s strategy is to implement actively managed strategies that optimize tax efficiency and mitigate risk.
Michelle holds a Bachelor’s degree in Economics and Mathematics from William Smith College. Michelle volunteered to teach English at the Linhai Foreign Languages School in the Zhejiang province of China. During her time in New York City, she also earned a Master’s Degree in Business Administration (MBA) at New York’s Pace University.
A native of Auburn, NY, she resides in Geneva with her husband and three children. Michelle is a member of Hwa Rang Kwan New York, where she practices Taekwondo with her children. She began competing in tournaments to be a good role model, and her competitive nature has led her to a new goal of earning the crown of a Grand Master Champion. Her favorite weekend activities include: making crafts, going to Mr. Twistees for ice cream, meeting her parents at Doug’s Fish Fry, and cheering on the Hobart Lacrosse Team.
Securities Agent: WA, NM, MN, MI, ME, AL, WY, TX, NJ, NC, WI, VA, SD, NV, NH, HI, UT, TN, IN, IA, AK, MA, DE, DC, CT, RI, MT, KY, CO, CA, VT, KS, ID, GA, PA, OK, NY, LA, OR, OH, MD, IL, WV, SC, MO, FL, AZ; General Securities Representative; Investment Advisor Representative