Michelle joined Cape Financial Group as Client Relationship Manager in June of 2020. She is the point of contact for all aspects of client servicing and records administration. Michelle provides support to the advisors and is a great resource for any inquiries regarding account transfers, money movements and general account questions and requests.
Prior to joining our team, Michelle worked in oil & gas in Houston, TX as an executive assistant for Supply Chain executives. Michelle is a graduate of Rasmussen College School of Business where she received a Bachelor of Science degree in Business Management.
Outside of the office, Michelle enjoys spending time with her family and friends. She also enjoys traveling, spending time outdoors, fitness and biographical novels.
920.272.2273
michelle.heise@raymondjames.com