Vice President@ DeRouen Financial Management LLC
Lafayette, Louisiana, United States
Michelle Derouen
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FlashIntel GPTMichelle Derouen is a highly experienced financial advisor with 18.8 years of work experience. She specializes in finance, portfolio management, marketing communications, small business, and social media. Based in the United States, Michelle is known for her ability to bring solid and thought-provoking advice to clients and help them see their lives in the future. She believes in the importance of money and the importance of retirement advice to ensure a high level of professionalism and a unique approach to wealth management. Currently, Michelle serves as the Vice President of General Management at DeRouen Financial Management LLC.
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About
A unique financial advisor - blending the young thoughts of today's emerging leaders with the experience of tried and true fundamentals. The focus of my activities is to bring solid and wholistic advise, recommended and verified through use of data, to clients and to help them see the picture of their lives in the future. It is important to remember that money is not the only important fact in retirement advice and without addressing all of the wealth management issues a person can never really be sure how their retirement will take shape. At DeRouen Financial Management we excel in creating a client experience in which our clients are treated to the highest level of professionalism and the most unique approach to true wealth management focusing on various life stages and life events and are treated with coveted southern hospitality.
...See MoreWork Experience
Vice President
Financial Services
Michelle Derouen's Professional Milestones
- Vice President (2005-01-01~): Driving strategic initiatives to establish the company as a premier leader in the industry.
Skill
Finance
Portfolio Management
Marketing Communications
Small Business
Social Media
Strategic Planning
Public Speaking
Variable Annuities
Series 7
Customer Service
Event Planning
Mutual Funds
Life Insurance
Financial Analysis
Health Insurance
General Insurance
Stocks
Bonds
Senior Services
Retirement Plan Consulting
Qualified Retirement Plans
Life Transitions
Lifestyle Planning
Life Cycle Assessment
Series 6
Series 65
Series 63
Certification
Colleagues
Lynn DeRouen
Financial Advisor | Attorney
Other Named Michelle Derouen
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Michelle Derouen works for DeRouen Financial Management LLC
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Michelle Derouen's latest job experience is Vice President at DeRouen Financial Management LLC
