Michelle is a dedicated, organized, and detail-oriented Financial Advisor Administrator. She has an extensive experience in office management, client relations, and business administration. She supports financial teams to enhance operation efficiency. She assists with management, business processing, scheduling, marketing, and more. With her strong background in financial planning processes, administrative support, and client services, we can ensure that day-to-day operations run smoothly and that the financial advisors can focus on their clients’ needs.
Michelle graduated with a BA from the University of Tampa that is also where she resides with her fun-loving little cockapoo Fernando. She is a licensed real estate agent in Florida and will be getting her Property and Casualty Insurance license very soon. She loves spending time with family and friends, going to the beach, and visiting the many amusing parks around Florida.