Michelle strives for excellence in serving our clients and assisting our team on a daily basis. She takes care of the administrative needs of our team, and assists clients with any questions or requests they may have in a timely and efficient manner.
Michelle enjoys fostering close relationships with the families and individuals we serve, helping to ensure that they receive quality attention and support.
She also handles a wide range of administrative matters, from account maintenance and service requests to our client communications. Empathetic and detail-oriented, her goal is to always make working with us easy and effortless.
Before joining our team, Michelle was a senior branch office administrator at Edward Jones for over 11 years. Prior to entering the financial services industry, she worked in the healthcare industry as a licensed physical therapist assistant for 13 years. Michelle earned a bachelor’s degree in business and marketing from the University of Colorado.
Born overseas into a military family, Michelle grew up in Aurora, Colorado. She lives in Mooresville, North Carolina with her husband and is the proud mother of their two sons and grandmother to four grandchildren.
In her free time, Michelle enjoys reading, hiking and time with her family and friends. As an active member in her church and community, she has volunteered over the years with Feed NC, Meals on Wheels and The Pregnancy Center.
Raymond James is not affiliated with any of the companies mentioned.