Michele Duvall
Michele R. Duvall AAMS®, CDFA Practice Manager

Michele expertly manages staff, operations and team projects or initiatives. She provides guidance in problem resolution, client service, coordinating new processes, procedures and planning for our future growth. Having worked in every department of our international headquarters and a branch office, Michele brings a valuable perspective to our team.

While in Human Resources, Michele taught classes in Raymond James University, established the Diversity Committee, and coordinated the firm’s annual United Way campaign. She moved to the Washington, D.C., area and became the region’s Complex Administrative Manager, overseeing the staff and operations for up to eight offices at a time.

Along with managerial duties, Michele has clients of her own, and she serves as a back-up financial advisor with a number of existing clients of The Millstone Evans Group of Raymond James. Michele holds the following licenses: Series 7, 8, 24, 31, 63, and 65, Life and Health Insurance. She is also an Accredited Asset Management SpecialistSM.


We build relationships, then financial plans