This episode features Michelle Magner, a Partner at Socium Advisors who specializes in solution-based financial planning through aggregating clients’ needs with high level resources.
Key points:
- Prior to joining Socium, Michelle was a Portfolio Manager with a regional bank & trust company, where she managed investment portfolio design and implementation.
- Michelle, the first Non-Contracted equity Partner at a Fortune 100 firm, talks about her career path and why she ultimately chose to join Socium.
- A Sociology major at the University of Missouri, Michelle switched gears and entered into the financial services industry.
- Phil, Greg and Michelle discuss some of the key factors that contributed to the tremendous growth of Socium.
- Magner discusss her goal to compete in the six World Marathon Majors and her motivation for doing so.
- She has bridged her love of running with St. Jude’s Children’s Research Hospital. She has raised money for and participated in St. Jude’s Marathon several times. She talks about running through the hospital’s campus and seeing patients and their families in the surrounding area, and what that experience was like.
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Connect with Phil
https://www.linkedin.com/in/philbender/
Connect with Greg
https://www.linkedin.com/in/gjpatton/
Connect with Michelle
https://www.linkedin.com/in/michelle-magner-0a476a1ba/
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The Sea Captain Way for Financial Advisors
