In her role as Wealth Service Administrator, Michelle assists our advisors, relationship managers, and operations team on client service related matters. She works closely with Prio’s wealth service team to provide impeccable account administration and the highest quality client service on a daily basis.
Michelle brings several years of experience from her former roles at Commonwealth Financial Network where she interacted with clients, advisors, and custodians for client onboarding and retirement plan service needs. Prior to Commonwealth Financial, Michelle spent over 15 years at MFS in various roles supporting product wholesalers and broker dealer networks. Most recently, Michelle took time away from the financial services industry to start a concierge business focusing on the unique needs of first responders. This opportunity afforded more time to spend with her family and raise her daughter.
Michelle resides in Boston, where she can be found enjoying time on the sidelines cheering on her daughter Sophia during high school sporting events. Her personal priorities include spending time on the beach with friends and family at her residence in York, Maine.