In her work at CD Wealth Management, Michelle supports clients and colleagues alike with a range of services, including executing financial transactions and answering clients’ questions about accounts, money movements and beyond.
She’s committed to extending CD Wealth’s trademark excellence in client service — delivering wealth planning that transforms clients’ lives — and is excited to learn and grow with her colleagues every day.
“Everyone here is so thankful, not only for you as an employee, but for their clients, for their jobs, for the experiences they have with clients every day. It’s just a really empowering environment to be in.”
Michelle has more than a decade of experience in all aspects of client service and operational support. Before she joined the CD Wealth Management team, Michelle previously worked for Fidelity Investments, Wells Fargo Advisors and Goldman Sachs, among other financial institutions.
“I’ve worked in back-office operations roles, I’ve worked with clearing firms, and I’ve even done client communications and documents,” she said. “I’ve had an array of different responsibilities that have added to the knowledge I have — and help me problem solve and see things from all angles.”
A San Antonio native, Michelle enjoys spending time with her children and expressing her creativity through hands-on craft projects.
Certifications: FINRA Series 7, Series 63
Check Michelle’s background on FINRA’s BrokerCheck.