Michele Turk

Advisor at Merrill

Updated today

Location

Jamestown, NY 14701

Credentials

Series 63, Series 66

Industry experience

21 years

About

Michele Turk is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of the Watkins Turk Wealth Management Group. She has been in the financial services industry since 1998 and joined Merrill Lynch in 2010. Michele works with individuals and businesses to help prepare for their financial needs, focusing on areas such as family wealth management strategies, investment consulting for defined contribution plans, personal retirement planning, small business strategies, and retirement income.

She earned the Chartered Financial Consultant (ChFC) designation in 2018 and the Chartered Retirement Planning Counselor (CRPC) designation in 2016. Michele also holds the Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. She obtained an Associate's Degree from Jamestown Community College.

Michele and her husband, Robert, live in Ellington with their two children, Ava and Dylan. She is an active member of the Kiwanis Club of Falconer and volunteers with the Junior Achievement program. Michele enjoys camping, hiking, hunting, and spending time with her family.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

Wealth management Retirement income strategy General retirement planning Business sale tax planning

Occupation focus

Based on Merrill

Executive Founder/Business Owner

Demographic focus

Based on Merrill

Mid-Career Professionals HENRY (High Earners, Not Rich Yet)

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Fee options

Percentage

$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)

Other

Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated

Location

55 Southwestern Dr

Jamestown, NY 14701

Most active in

Connecticut · New York · Texas

Work history

Bank Of America, N.a.

2010 - Present (16 years)

Merrill

2010 - Present (16 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Alex J

Series 63, Series 65

Jamestown, NY

Shift Fynancial

Alex Johnson is a financial advisor at Shift Fynancial with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Shift Fynancial since 2019. Outside of his advisory role, Johnson serves as a project manager for HPSA Acumen, Inc., where he is involved in hospital consulting and product sales. Shift Fynancial offers financial planning, consulting, and discretionary portfolio management to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs fundamental analysis and a variety of investment strategies, with accounts held at independent custodians and access to institutional brokerage services.

General retirement planning Cash flow / budgeting General estate planning guidance
user avatar

Mark B

Series 63, Series 65

Frewsburg, NY

Mark Bussey & Associates, Lc

Mark Bussey is the principal of Mark Bussey & Associates, LC, where he has provided investment management services since 2003. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. The firm focuses exclusively on individual clients, offering discretionary and non-discretionary portfolio management and investment analysis. Mark Bussey & Associates manages a range of securities including equities, fixed income, and mutual funds, employing various analytical methods such as charting and fundamental analysis. The firm’s investment approach includes both long-term holdings and short-term trades, with sole responsibility for portfolio management maintained by the principal.

Wealth management
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Douglas S

ChFC®, Series 63, Series 65

Jamestown, NY

NWF Advisory Services Inc

Douglas Schutte is a financial advisor with NWF Advisory Services Inc, holding the ChFC® designation and Series 63 and 65 licenses, with 39 years of industry experience. He has worked at several firms including Cetera Advisors LLC, First Allied Advisory Services, and Summit Wealth Management, where he is also President and 50% owner. Schutte serves as Treasurer on the Board of Directors for the Roger Tory Peterson Institute Foundation, a nonprofit organization. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm manages approximately $3.82 billion in assets and delivers a range of wrap and non-wrap account programs through an open-architecture wealth management platform.

Wealth management Active portfolio management
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Noah W

Series 66

Jamestown, NY

NWF Advisory Services Inc

Noah Weinstein is a financial advisor with NWF Advisory Services Inc in Jamestown, NY, holding a Series 66 designation and six years of industry experience. His prior work includes roles at The Ameriflex Group, OSAIC Wealth, Cetera Advisors LLC, and First Allied Advisory Services. He serves on the Board of Directors for the Jamestown Community College Foundation. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm manages approximately $3.82 billion in assets and operates an open-architecture Wealth Management Platform that supports both strategic long-term investing and short-term tactical strategies.

Wealth management Active portfolio management
user avatar

Myron N

Series 63, Series 65

Jamestown, NY

The AmeriFlex Group

Myron Nordin is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Cetera Advisors LLC, First Allied Advisory Services Inc, and Allstate Insurance Company. Outside of his advisory work, he serves on the Board of Directors for the Warren Area Student Union and volunteers as Chief Council Risk Management Director for the Boy Scouts of America. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Wealth management Retirement income strategy Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Retired Executive
user avatar

Andrew N

Series 66

Jamestown, NY

Primerica Advisors

Andrew Nelson is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has 19 years of prior experience at Schaffner Knight Minnaugh & Co., P.C., and has also worked at Park Avenue Securities and Guardian Life Insurance Company since 2025. Outside of his advisory role, he serves on the board of directors for Absolute Love Adoptions, Inc. and provides independent business consulting focused on strategic planning and organizational development. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services along with financial planning and business consulting. The firm employs a range of investment strategies through proprietary and third-party model portfolios and supports both discretionary and non-discretionary account management.

Business exit / sale strategy Tax-loss harvesting Self-Employed Founder/Business Owner
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