Michelle leads the practice’s operational team, overseeing the smooth daily function of the office, including client services, and maintaining its well-ordered organizational structure. She has more than 30 years of experience in the financial industry, earning the knowledge necessary to keep a complex operation moving while upholding her rigorous standards for client service, amiability and responsiveness.
Michelle earned a Bachelor of Science in economics and finance from Buffalo State College. She has also passed the Series 7, 9, 10 and 63 licensing exams.
Prior to joining Raymond James in 2007, Michelle had been an operations manager with UBS Financial Services. Earlier in her career, she had been a sales assistant with Morgan Stanley and a sales assistant with A.G. Edwards, starting in 1990.
She is a native of Hamburg, where she lives today. She has two children, Mitchell and Erik. Outside the office, Michelle enjoys traveling and spending time with family and friends.