Michelle Hylton was named on the 2024 Forbes Best-in-State Top Women Wealth Advisors list.
Located at NorthCreek I
5725 Mark Dabling Blvd, Suite 140 in Colorado Springs (along Interstate 25 near the Pro Rodeo Hall of Fame)
Schedule your complimentary, no-obligation consultation or call 719.548.4792.
Everyone is different. That’s exactly why I enjoy being a Financial Advisor with Addison Avenue Investment Services.
When you make an appointment with me, our first meeting will be very informal. Once I get to know you, that’s when the continual customization happens. I’ll take the time to analyze investments, big purchases, and how to optimize your lifestyle to maximize tax efficiencies. In layman’s terms, that means I’ll use the latest investment echnology to optimize returns and help you reach your goals.
As you might expect, a lot of families need help with early retirement and layoffs, as well as planning retirement and managing it once they’re there. I help customize plans to help people truly answer the question of when they can retire and how to make their money last. That all comes down to customization instead of sticking them into a predetermined model. I can do the same for you and your family.
Prior to joining the Addison Avenue team, I was a full-time Financial Advisor, and my husband and I were on-call Reserve Deputies for San Diego Sheriff’s Department Search and Rescue. As a NASAR II, Tech Rescue Specialist, I would quickly repel into inaccessible locations to rescue those in need. I participated for five years, until I earned a new title and a job I could not turn down. I became a mom.
In my spare time, our family likes to travel, camp and walk our two dogs, a Siberian Husky and Shiba Inu.
As for my education and investment background, I hold a Bachelor of Science in Finance from San Diego State University.
Qualifications: holds series 7, 24, 63 and 65 securities licenses; life, long-term care and health insurance licensed with variable endorsements.
Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Technology Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. AWMA® is a service mark of the College for Financial Planning®. The Forbes ranking of America’s Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 9/30/22 to 9/30/23 and was released on 02/08/2024. Research Summary (As of February, 2024) 44,028 nominations were received and approximately 1991 women won based on thresholds. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-women-advisors/?sh=7ae191421d11 for more info.