Located in Suite 408 at 8 North Court Street is a new business known as Athens Impact LLC. Athens Impact LLC is owned and operated by Michelle Wilson. Michelle is a fee based, independent Financial Advisor with Lincoln Financial Securities.* The company’s mission is to provide the Athens community with socially responsible financial services. Whether you value environmental, social, or governmental issues, Michelle can help to align your investments to help make a difference for people and our world. It is the only financial firm in the area that provides customers an avenue to become an activist with their money.
Athens Impact LLC is an independent insurance firm, that works with hundreds of leading insurance providers to offer customized financial plans and solutions. They provide life, dental, vision and health insurance, fixed annuities, final expense solutions, disability insurance, senior supplemental plans, strategies for tax advantaged earnings, key person insurance, and a variety of long-term care insurance quality products. As a Financial Advisor*, Michelle offers socially responsible options in 401Ks and 403Bs for small business owners and nonprofits.
Michelle grew up in South Korea but was drawn to Athens, Ohio because of college town atmosphere nestled in the forest filled with vibrant people, colorful culture, and a hometown feel. Michelle has spent her entire career in banking and now plans to spend less time on corporate initiatives and more time getting to know customers and helping them align their finances with their values. Michelle is working towards B Corporation certification in the next few years.
If you are interested in learning more about socially responsible financial services, join Michelle on Tuesday, November 29th from 6:30 pm-8:00 pm for an educational seminar at the Athens Library. The topic of “The ABCs of ESG Investing” will explain how and why to invest responsibly. This seminar is open to the public.
“I am thrilled to be a member of the Athens Area Chamber of Commerce. I chose to become a member because our Chamber is not a member of the National Chamber Program. Our local Chamber stands for local businesses and keeps our money local,” says Michelle Wilson.
For more information about Athens Impact LLC, please contact Michelle Wilson directly at (740) 538-2010.
*Michelle is a financial advisor and offers investments and advisory services through Lincoln Financial Securities, Member SIPC. As an advisor, Michelle uses Environmental, Social and Governance filters to help align client values with their investments. Lincoln Financial Securities and Athens Impact, LLC are not affiliated and neither can offer tax or legal advice.