Michelle Spaziani, CFP®, founded Summit Behavioral Wealth in 2018 with over 17 years in the industry as a financial advisor. She began her career in 2001 at A.G. Edwards, which eventually became Wells Fargo Advisors. For nearly her entire career, Michelle and her clients have been assisted by Angela Streeter, Client Service and Office Manager. Together, they represent Summit Behavioral Wealth.
In 2008, Michelle earned the widely respected CERTIFIED FINANCIAL PLANNER™ certification, and in 2013 and 2014, she completed graduate financial regulation coursework at the University of Albany. She holds the industry’s Series 7, 63, 66, 9, and 10 licenses, and earned a bachelor's degree from Union College and two master's degrees from the University of Massachusetts at Amherst.
As Michelle states, “With a focus on human behaviors and how they affect decision-making, I have the privilege of helping my clients make smart decisions about their money and their financial life, and I thoroughly love my work. By design, my practice is small, allowing me time to try to exceed service expectations, proactively assist clients, and react quickly to and be present for my clients when they need me. I am committed to educating and empowering my clients – by sharing information, reviewing scenarios, and being willing to have the needed conversations, even if they are uncomfortable or difficult – so they may make well-informed decisions consistent with their values and goals.” Michelle incorporates behavioral finance principles and teachings in her practice, and in 2018 she earned the designation of Behavioral Financial Advisor™. She is also a member of the Association for Financial Counseling and Planning Education (AFCPE®).
Away from the office, Michelle hikes in our National Parks, the White Mountains region of New Hampshire, and New York’s Adirondack and Catskills Parks; travels, having visited over 40 countries, including Iceland and Greenland, and 6 continents, including Antarctica; and takes various art classes. Of her hiking accomplishments, she summited the 115 4,000-ft mountains in the Northeast, and in the summer of 2020, she section hiked the ~260-mi New England Trail. She is a Leave No TraceTM-certified Trainer, a certified Yoga200RT instructor and a certified Barre instructor, and a certified Wilderness First Responder.
Living in Western Mass., she enthusiastically supports nonprofits and volunteers in her local community. Among other commitments, she has volunteered in fundraising efforts for The Food Bank of Western Massachusetts, she is a member of the Franklin County Chamber of Commerce and 100 Who Care – Franklin County, and she is a volunteer with the Franklin County Medical Reserve Corps. Finally, she takes great pride in being a volunteer hike guide with the Appalachian Mountain Club’s Adventure Travel program, and a volunteer for the national, veterans-led disaster response organization, Team Rubicon.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.