Michele Stutts, CFP®, CDFA®

Designations ​

• CERTIFIED FINANCIAL PLANNER^® professional¹​
• Certified Divorce Financial Analyst designation​

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Work Experience ​

• Joined MAI in 2021 following the acquisition of Queens Oak Advisors, where she had served as a Client Advisor since 2014  ​
• Brings over 25 years of experience in financial services arena with a background that includes financial planning, tax management, and lending​
• Spent 18 years at a large national bank, progressing to Senior Vice President and managing the company’s expansion of Private Banking services in the Southeast​
• Passionate about empowering women to become more involved in their financial affairs and is active in MAI’s Women’s Network​

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Life Outside of MAI ​

• Served two consecutive terms on the Board of Directors at Charlotte Country Day School and participated on both their Investment and Financial committees​
• Former Board Member and Committee Chair of the Charlotte Chapter of the Financial Planning Association​
• Chaired Programming and Membership committees​

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Education​

• University of Louisville, BA​
• University of Kentucky, MBA in International Business Administrations

¹Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.​