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Our financial advice team


Michele Cockram, Financial Advisor serving the Greenville, SC area - Ameriprise Advisors

Michele Cockram

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Bugay, Watson & Associates
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Cash Flow Management Strategies
  • Sustainable and Responsible Investing
  • Tax Planning Strategies
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination

Education

  • Bachelors of Music Violin Performance, 2010 Converse College, Spartanburg, SC
  • Masters of Music Violin Performance, 2012 Converse College, Spartanburg, SC

Awards & recognition

  • Bugay, Watson & Associates, Forbes Best-in-State Wealth Management Teams, 2023

Interests

A native of the upstate, Michele graduated from the South Carolina Governor's School for the Arts and Humanities and Converse College. She performs with the Spartanburg Philharmonic, Brevard Philharmonic Orchestra, and Hendersonville Symphony Orchestra. You can spot Michele cycling through Greenville and beyond on her bike "Ruby.” Occasionally you might find her in pursuit of a state record small mouth bass on Lake Jocassee with her husband.