Inspiring Conversations with Michelle Anthony of Modern Wealth Management

Today we’d like to introduce you to Michelle Anthony

Hi Michelle, thanks for joining us today. We’d love for you to start by introducing yourself.
From a young age, I developed a deep passion for helping others. My parents often took my brother and me to volunteer at local nonprofits, teaching us the importance of giving back and instilling in me a strong sense of community and service. During college, I sought out internships at various companies, trying to find my true calling. It wasn’t until my final internship at Morgan Stanley, working alongside my father, who was also a Financial Advisor, that everything clicked.

That experience was transformative—it showed me how I could make a real difference by helping people address some of their biggest financial concerns, like saving for their children’s education and planning for retirement. After earning my Master’s in Finance, I became a Financial Advisor, and I’ve never looked back.

For over 27 years, I’ve had the privilege of guiding people through life’s most significant financial milestones, offering them clarity and confidence. Founding Modern Wealth Management allowed me to take my passion a step further by creating an education-focused firm where I can empower my clients to make informed decisions about their financial futures. Every day, I feel incredibly fortunate to do work that I love and that has such a meaningful impact.

While finance is my passion, I truly thrive in my philanthropic work throughout Tucson. I was honored to be recognized as a 2014 National Philanthropy Honoree and a 2015 40 Under 40 Honoree. Over the years, I’ve been deeply involved with nonprofit organizations, from cooking meals at the Ronald McDonald House to supporting causes through the Junior League of Tucson and the Diaper Bank of Southern Arizona. I’ve served as the Board President of the Diaper Bank, been on the Board of Directors for Casa de los Niños, and contributed as part of the Banner Advisory Board.

In addition to my professional and philanthropic commitments, I stay active in my son’s school community, where I recently stepped into the role of President for their school board. I’m also proud to be a member of the Women’s President Organization, connecting with other female leaders who inspire and challenge me to grow.

I’m sure it wasn’t obstacle-free, but would you say the journey has been fairly smooth so far?
No, the journey has been anything but smooth! Starting out as a woman in my industry came with its challenges. I was told time and again that I wouldn’t make it, that I should settle for being an assistant, or that I’d need a male business partner to succeed. Some even claimed it would be impossible to raise a family while running a business. On top of that, I faced the harsh reality of sexual harassment from a former supervisor.

But instead of letting those experiences hold me back, I used them as fuel to prove them wrong. My response was always, “Watch me.” Today, I’m proud to own a thriving financial services business, and even more so to be the mom of the best kid ever. It hasn’t been easy, but every challenge has only made me stronger.

Thanks for sharing that. So, maybe next you can tell us a bit more about your business?
With over 50 years of collective experience in the financial industry, Modern Wealth Management offers comprehensive wealth management strategies for individuals, families, and businesses. Their client-focused approach emphasizes transparent communication and aims to educate clients about their financial options, enabling informed decision-making.

Services Offered:

Individuals: Modern Wealth Management provides tailored financial strategies to help individuals understand their options and make informed decisions. They emphasize education through monthly classes and insightful conversations, ensuring clients are well-versed in their financial matters.

Business Owners: The firm offers specialized financial strategies for business owners, focusing on the unique challenges they face. This includes retirement plans and investment strategies designed to align with both business and personal financial goals.

Approach:

Modern Wealth Management operates with a team-based approach, ensuring that clients benefit from a comprehensive knowledge base. They prioritize building close relationships with clients to provide personalized guidance and education, empowering them to make confident financial decisions.

Leadership:

The firm is led by Michelle Anthony, MS, CDFS®, AIF®, who brings over 27 years of experience in the financial industry. As an Accredited Investment Fiduciary (AIF®) and Certified Divorce Financial Specialist (CDFS®), Michelle specializes in comprehensive holistic financial planning, emphasizing education to help clients make informed decisions.

Michelle recently launched her podcast, The Financial Revamp. The Financial Revamp takes a deep dive into the financial developments of the day and gets you the analysis you need to revamp your retirement. Whether you’re at the beginning of your retirement journey and need a kickstart or if you need that final boost to get you across the finish line, The Financial Revamp has got the juice. Listen and subscribe today! https://modernwealthmgt.com/podcast

www.modernwealthmgt.com

Can you talk to us a bit about the role of luck?
I don’t believe in luck, whether good or bad. Life will inevitably present challenges, but it’s how you choose to face and overcome them that truly defines your path.

Contact Info:

• Website: https://modernwealthmgt.com/
• Instagram: @modernwealthmgt
• Facebook: https://www.facebook.com/modernwealthmanagement
• LinkedIn: https://www.linkedin.com/in/michellemurphyanthony
• Twitter: @modernwealthmgt
• Youtube: https://www.youtube.com/@ModernWealthMgt