Michele brings a wealth of industry knowledge and experience to Capital Financial Partners, LLC. She is independent, detail-oriented, and highly organized. Most recently, she was Director of Private Wealth Services for Verdence Capital Advisors, where she assisted with daily client account management to provide clients with the highest quality of service. With nearly two decades of experience, her long career in the financial services industry also includes working at Finance Forward LLC as a Client Relationship Manager and at Mercer as an Investment Consultant.
A life-long resident of Baltimore, Michele earned a Bachelor of Business Administration in Economics and an MBA in Finance from Loyola University Maryland. She is Series 7 and 65 licensed, and recently earned the Chartered Retirement Planning Counselor designation. Outside of work, she enjoys spending time with her three daughters, swimming and walking, a good cup of coffee, and going to the beach.