Michele applies her more than 19 years of experience in the financial services industry and works closely with our clients and advisors. She provides timely and accurate assistance and makes sure our client’s needs are always her first priority. She holds Series 7 and 63 securities licenses, as well as accident, life, health and variable products insurance licenses.
Before joining Raymond James in April 2018, Michele was a Senior Registered Client Associate at Wells Fargo Advisors, in Bay City; Senior Registered Client Associate at Morgan Stanley in both Livonia and Saginaw and a Registered Support Assistant at Ameriprise Financial in Livonia, all in Michigan. She earned an Associate’s degree in Business Administration from Delta College in Saginaw, Michigan.
Michele is from Shields, a small farming town in Michigan, where she lives today with her daughter, Trinity. Out of the office, Michele enjoys spending time with her family and friends, camping, boating and playing volleyball. Michele is a member of Trinity Evangelical Lutheran Church in Bay City.
Raymond James is not affiliated with the above organizations and/or charitable causes.