Michelle Lavigne, CFP®

Michelle Lavigne is First Vice President at Sullivan & Associates Wealth Management and a CERTIFIED FINANCIAL PLANNER professional with more than three decades of experience in financial services. She works with high-net-worth families, business owners, corporate executives, professionals, and retirees, helping them make confident decisions through disciplined planning, risk management, and long-term relationship-based guidance.

Before joining Sullivan & Associates in 2017, Michelle held advisory and leadership roles at Merrill Lynch, Paine Webber, UBS Financial Services, and Adaptive Wealth Management. Her background includes earning CFP certification through the College for Financial Planning in 1987 and serving as President of the Connecticut Financial Planners Association from 1999 to 2001.

Michelle is a graduate of Dartmouth College and has served in community leadership roles with the Saint Raphael Hospital Foundation and the Albert Schweitzer Institute for the Humanities. She lives in Charlotte, North Carolina, with her husband Tim and enjoys skiing and swimming in her free time.