Capitol Securities Management
47yrs
Top advisor by experience in Tampa
15yrs
Michele Wolfe
Financial advisor at TD Private Client Wealth
Michele Wolfe is a fiduciary financial advisor in Tampa, Florida, with 15 years in the industry. After a year at Morgan Stanley and less than a year at Pruco Securities, Michele joined TD Private Client Wealth in 2026, a firm offering financial planning, investment management, and retirement plan consulting. TD Private Client Wealth reports being paid through a percentage of assets.
One of 3079 advisors with offices in Tampa, and one of 2910 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 66% of advisors at TD Private Client Wealth
Office2307 West Kennedy Boulevard, Tampa, FL 33609
How the firm is paid ?Percent of assets
Typical client at the firm ?$270,263
Advisors at the firm531
States licensed ?1 state
Services through TD Private Client Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2026 – nowTD Private Client Wealth LLCCurrent firm
- Nov 2024 – Feb 2026Morgan StanleyPreviously
- Jan 2024 – Jun 2024Pruco Securities, LLC.Previously
- Aug 2023 – Oct 2023Empower Advisory Group, LLCPreviously
- Feb 2021 – Jan 2023Bankers Life Advisory Services, Inc.Previously
- 2018 – 2020Fidelity Personal and Workplace AdvisorsPreviously
- 2015 – 2018Strategic Advisers LLCPreviously
- Mar 2014 – Feb 2015Morgan StanleyPreviously
Earlier career (1 more)
- 2011 – 2014Charles Schwab & CO., Inc.Previously
Contact Michele
(877) 703-9896Firm headquarters in New York, NY. Ask for Michele. 2307 West Kennedy BoulevardTampa, FL 33609Office · Get directions
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Questions to ask Michele
Tailored to Michele’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michele
How do I contact Michele?
Call TD Private Client Wealth at (877) 703-9896 and ask for Michele Wolfe. Michele works from the Tampa, FL office.
How long has Michele been a financial advisor?
Michele has been in the industry since 2011, about 15 years. More experience than 66% of advisors at TD Private Client Wealth.
What licenses does Michele hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Michele a fiduciary?
Michele is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michele paid?
TD Private Client Wealth reports being paid by a percentage of the assets they manage. Ask Michele for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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