Michele Mandeville, Founder of PRISM Wealth Management Recruiting, established Succession Point in 2018 to meet the emerging need for broad expertise in the Wealth Management M&A, Monetization and Succession space.
Combining decades of industry consulting, recruiting and marketing expertise, PRISM Wealth Management Recruiting and Succession Point offer customized solutions for Financial Advisors and unparalleled, valuable services as trusted partners to Wealth Management Firms.
In 1994, Michele founded PRISM Wealth Management Recruiting, an elite consulting firm specialized in the Wealth Management industry. Since its inception, Michele has advised thousands of Financial Advisors and Wealth Management firms, offering her industry knowledge and insights to facilitate their vision of success.
Joining the firm in 2016, Julie brings decades of sales and marketing experience to the advisor M&A experience. Whether an advisor is looking to grow, monetize, acquire or retire, Julie provides in-depth knowledge of the most compelling offerings to help them achieve their unique practice objectives.