With the knowledge that comes with more than 30 years of experience in the financial services industry, Michele helps investors navigate the myriad of available investment options with unparalleled service and a personal commitment.
From financial planning to comprehensive portfolio management, Michele’s recommendations are made solely in the interest of providing the highest value and benefit to you. She works hard to help you pursue your financial goals with as much certainty, and as little risk, as possible.
At Raymond James, Michele has access to the financial expertise and services of one of the largest independent full-service financial services firms not headquartered on Wall Street. If you have a question or concern, she answers promptly, completely and truthfully. She provides all the information you need to make informed decisions, based on realistic expectations, about your investment needs.
Michele joined Raymond James in 2018 after 16 years with Edward Jones. Prior to that, she traveled worldwide to represent global companies, and worked closely with Wall Street as well as the stock exchanges in London, Asia Pacific and India. She is a graduate of the University of Phoenix and received a degree in Finance and Financial Management Services.
She has served on several boards in the community, including the Mee Memorial Hospital Foundation. Michele lives in King City California with her husband Dennis. When not in the office, she enjoys swimming, traveling, wine tasting and gourmet food.
Raymond James is not affiliated with the above organizations.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.