Michele has 12 years experience in financial services, specializing in client services. She previously worked for Abner Herrman & Brock, as well as Hennion and Walsh. She has an Associates Degree in Business Administration from the County College of Morris.
Michele's main objective in her role is to provide excellent support to advisors and their clients. She believes in giving her full effort in everything she does – no matter how large or small the task is. She is inspired by strong, empowered people who aren’t afraid to pursue the things they aspire to.
After working at a few different firms, she's had the pleasure of interacting with many different types of clients. She enjoys the daily interaction and being able to assist clients with their various requests.
She is most passionate about her family and making sure her children grow up happy, healthy and well-adjusted.
Michele, our Client Service Associate, is responsible for coordinating incoming New Account Transfers, establishing New LPL Investment Accounts (primarily through Electronic Signature documents), linking Clients Bank Accounts to/from LPL Accounts for investment contributions or distributions, Grouping and Organizing Client Statements, along with the set up & maintenance of AccountView, our on-line portfolio management system. She also coordinates RMD Distributions, ensuring they are issued accurately and on-time along with sending Clients 1099’s, as needed.