Mishell DeFelice
Client Relationship Manager
Long term investment planning depends on more than just advice. A solid financial services team understands the unique goals and aspirations of their clients. Mishell DeFelice joins TSG Wealth Management as a Client Relationship Manager with that particular goal as a focus.
Mishell has a Bachelors in Political Science from Sacramento State University and a Certificate in Non-Profit management from San Francisco State. She holds her series 7 and 66 registrations. After many years in financial sales and marketing, Mishell spent the past 8 years fulfilling the roles of client relationship manager, sales assistant and marketing manager at Morgan Stanley. She has both strong industry knowledge and a passion for developing long-term client relationships. Her strength is pro-active problem solving and no “trouble” is too small to hear about. Specializing in personalized attention and understanding the complex financial needs of high net worth individuals, families and institutions, Mishell is excited to continue and expand this service and advocacy with The Holcomb Group at TSG. She is also thrilled, as the team’s Event Planner, to explore new and unique ways to host fun, client-connecting events.
Mishell lives in Glenbrook, Nevada on the east shore of Lake Tahoe with Ella, her very active 15 year old daughter. While Mishell enjoys hiking, biking, traveling and writing, the best part of any day is cheering Ella on at a soccer game, ski race, or track meet.
You may not know this about Mishell DeFelice…