Senior Client Service Manager
Michelle joined Legacy One Financial Advisors in March 2018 as a Senior Client Service Manager. She got started in the industry in 2008 at Wachovia Bank where she passed the FINRA Series 6, 63, 65 and insurance license exams. In 2010 she joined Fidelity Investments where she spent eight years learning the operations of the branch, supporting three Financial Advisors and their clients, as well as passing the FINRA Series 7, 9, 10, 63 and 65 exams. With a passion for helping clients, Michelle brings her vast operational and client support experience to Legacy One.
In her spare time, Michelle loves spending time with her family, cooking and reading.