Client Service Associate
Michelle is a member of the client service and operations department at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment, wealth management, and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include onboarding of new client relationships, money transfers, and handling of client inquiries. Michelle has spent the past 5 years in the high-net-worth finance sector, most recently as an associate at Wells Fargo Advisors. She graduated with her bachelor’s degree from Arizona State University and in her spare time, enjoys hiking, cooking, and live music.