Michelle Cowles Gonzalez-Vigil

Current Employers

Employment History

• 07/2006 → Present
  Corporate Benefit Advisors
  Charlotte, NC
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Charlotte, NC
• 04/2007 → Present
  Kestra Investment Services, Llc
  Charlotte, NC

Other Businesses

Business Name: NFP Corporate Services (SE) Inc. Investment Related: Yes Address: 1901 Roxborough Rd Suite 300 Charlotte NC 28211 Nature of Business: Insurance Position, Title or Relationship: I am a Communications Specialist. I help clients communicate benefits to their employees. Start Date: 6/26/2006 Hours per month: 21% - 30% (33 - 48 hours) Hours per month during trading hours: 21% - 30% (29 - 42 hours) Duties: I work to provide our clients with various documents such as brochures- along with our graphic designer. I also participate in enrollment meetings and meet one on one with employees regarding their retirement planning occasionally. I also translate documents to Spanish.Business Name: Michelle C. Gonzalez-Vigil Investment Related: Yes Address: 3008 Hanson Dr. Charlotte NC 28207 Nature of Business: Real Estate Position, Title or Relationship: I am the owner of this property and I perform any duties related to the maintenance of the property as well as advertising for renters, signing rental contracts with renters and overall management of this property. Start Date: 5/1/2004 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: I advertise the property online to find a renter and then sign a lease with them (usually one year period), then I respond to any questions or problems that may arise during their tenancy. When they move out I clean the property and perform maintenance myself or through another contracted provider for things such as pressure washing, painting, and refilling the gravel or landscaping in the exterior.Business Name: Park Road Montessori School Investment Related: No Address: 3701 Haven Dr, Charlotte, NC 28209 Charlotte NC 28209 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: COMMUNICATIONS COORDINATOR Start Date: 9/8/2017 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Maintaining the school PTO website, updating the outside marquis in front of the school, assisting with the newsletter or bulletin boards as needed.Business Name: Park Road Montessori School PTO Investment Related: No Address: 3701 Haven Dr Charlotte NC 28209 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: President for the 2019-2020 Start Date: 7/1/2018 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Facilitating Executive Committee, Board and General PTO meetings, nominating committee leaders and oversight of each committee, and working closely with the principal and grade level teachers to ensure representation and stay abreast of school business and news as it relates to the PTO.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-08-20

Designations

Other Names

• Michelle Marie Cowles
• Michelle Marie Gonzalez-Vigil