Michele joined the firm in 2011 and currently serves as co-head of the Rockville, MD office. Michele has almost two decades of experience addressing the unique and complex financial needs of high net worth executives, retirees, and families. In her role, she has developed a specialty working with clients going through life changes, such as retirement, divorce, and widowhood. Michele formerly chaired the firm’s Financial Planning Committee and is now a member of the Advisor Council. Previously, Michele was a senior financial advisor with the Global Wealth Management Group at Merrill Lynch where she worked for ten years.

Previous Experience

  • Director and Principal at Bronfman Rothschild
  • Director at Highline Wealth Management
  • Senior Financial Advisor at Merrill Lynch

Education & Credentials

  • BS, George Mason University – School of Management, Marketing
  • Certified Financial Planner
  • Chartered Retirement Planning Counselor
  • Series 65 license

 

 

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
CHARTERED RETIREMENT PLANNING COUNSELOR SM and CRPC® are registered service marks of the College for Financial Planning®.

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