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Michele W

Series 63, Series 65

Geneva, NY

LPL Financial

Michele Wilck is a financial advisor with LPL Financial in Geneva, NY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Michele has worked at LPL Financial since 2018 and previously served at INVEST Financial Corp and Community Bank, NA. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management, supported by extensive research and diverse investment strategies.

College savings (529s, UTMA, etc.)
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