Michelle Vizzi-Taylor is a senior wealth manager at South Coast Investment Advisors and a Registered Representative with Independent Financial Group. Prior to joining South Coast in 2010, Michelle was a financial advisor with Merrill Lynch.
Michelle provides professional wealth management services for high-net worth clients, building customized portfolios of stocks, bonds, cash, and alternatives investments, including real estate and credit strategies. Working with a network of realtors and tax professionals, she advises clients on their real estate holdings to help facilitate tax-advantaged solutions for those looking to capitalize on built up appreciation and exit active management. Michelle earned her bachelor’s degree at the University of California Santa Barbara. She holds FINRA Series 7 and 66 licenses as well as a California Life and Health Insurance license.
Michelle is married to her husband, Mike Taylor. They currently reside in Laguna Niguel, CA with their two children, and enjoy volunteering in the local community for the LIFT Foundation and the Mercy Warehouse of Laguna Niguel.