Michele A. Traficante

Michele began at Watermark Financial in an administrative/client support role where she gained valuable knowledge in the financial industry while developing strong relationships with our clients. This experience, coupled with her desire to help people led her to pursue a career as a financial advisor and she has since moved seamlessly into the role.

Michele enjoys partnering with clients to gain an understanding of their financial lives as a whole in order to assist them reach their goals and manage both planned and unanticipated events and transitions.  Michele delivers a range of financial planning services including customized financial plans, risk management and tax planning, as well as tax preparation.  This holistic approach enables her to provide clients with guidance and support to make informed decisions regarding daily financial needs and long-term planning for the future. 

Michele received her Bachelors of Science degree in Business/Marketing from Indiana University of Pennsylvania.  She lives in Peters Township and enjoys spending time with her four young adult children, family and friends. 

 

 

Neither Osaic Wealth Inc. nor its representatives provide tax or legal advice. Please consult with your tax or legal professional.