Michelle McDonald

Michelle McDonald

Client Services Manager

Michelle McDonald is a Brevard County, Florida, native with more than 20 years of experience in banking and financial services management. As a client service manager, she supports financial planning while building strong, long-term client relationships rooted in integrity and trust.

Known for her attention to detail and client-first approach, Michelle serves as a liaison between clients and advisors, helping them fulfill their dreams.

Outside of the office, Michelle enjoys spending time with her husband, Michael, and their daughter, Elizabeth, who attends Florida State University. She has a passion for interior design and enjoys creating beautiful, comfortable spaces. As a family, they enjoy world travel and making lasting memories. They have visited 23 countries outside of the United States with plans to visit many more.