Michelle A. Loney
Michelle A. Loney Senior Registered Client Service Associate

Michelle is an indispensable part of The Vallie Group. She works directly with clients to address a range of administrative and operational issues, from opening and maintaining accounts to addressing any questions or concerns clients may have. She enjoys getting to know clients and their families and strives to deliver an excellent level of service.

Part of the financial industry since 2011, Michelle joined Raymond James in 2022 after eight years at Merrill Lynch.

Michelle lives in Clio, Michigan, with her husband, Harold, and their two sons, Harold Jr. and Ethan. In her spare time, she enjoys watching her sons play baseball and serving as an AWANA leader at Colonial Hills Baptist Church.