As a partner and Wealth Management Advisor, Michele brings a combination of skillful operational acumen, organizational discipline, and vast experience in investment management to the Royal Harbor Partners’ team. Her knowledge and experience are an immeasurable value in building and maintaining client relationships.
After graduating in 1997 with a finance degree from Louisiana State University, Michele began her career in the financial services industry. She joined Morgan Stanley in 2000 as a Financial Advisor and in 2003 was recruited to Banc of America Investment Services which later became Merrill Lynch Wealth Management. She is proud of the long lasting multi-generational relationships she has developed with her clients throughout her career. Michele’s extensive background enables her to implement a disciplined, thoughtful approach to financial planning and wealth management. By using goals-based planning, she applies complex estate planning tools in order to create customized investment strategies and lifelong paths to wealth for her clients.