Michelle Vizzi-Taylor is a senior financial advisor at South Coast Investment Advisors, LLC and a Registered Representative with Independent Financial Group, LLC. Prior to joining South Coast, Michelle was a financial advisor with Merrill Lynch. Michelle provides professional wealth management services for her clients, building customized portfolios of stocks, bonds, cash, and alternatives investments, including non- traded real estate and business development companies. She also advises clients on their real estate holdings by introducing tax advantaged solutions including institutionally managed 1031exchanges through IFG’s approved sponsors. Michelle earned her bachelor’s degree at the University of California Santa Barbara. She holds a FINRA Series 7 and 66 and a California health and life insurance license. Michelle is married to her husband, Mike Taylor. They live in Orange County, and enjoy volunteering in the local community for the Lift Foundation and the Mercy Warehouse of Laguna Niguel.
I’m here to answer any questions you might have about our products and services. Feel free to contact me using any of the following methods: Email: firstname.lastname@example.org Phone: 877-922-SCIA (7242)