Michele V. Email & Phone Number

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are.

Saginaw, Michigan Area

• Assistant to the Branch Manager and several Advisors, managing hundreds of millions in portfolio assets
• Daily utilize problem solving and multitasking capabilities in a fast paced atmosphere
• Daily client communication and execution of operational tasks, account maintenance and execute trades
• Schedule lunch meetings, order supplies and prepare expense reports
• Member of the Branch Council to coordinate client events and branch employee events
• Maintain working knowledge of Federal rules and regulations by participating in continuing education

Livonia, MI

• Assistant to Branch Manager and oversee all branch operations, including maintaining branch compliance
• Assistant to several other advisors with diverse practices and serviced client accounts, including trading
• Daily utilize problem solving and multitasking capabilities in a fast paced atmosphere
• On-boarding of all new employees and lead to coordinate and facilitate the transferring of new Advisor’s clients
• Facilitate quarterly creative marketing events for clients, annual employee events and lunch meetings
• Maintain working knowledge of Federal rules and regulations by participating in continuing education

Livonia, MI

• Assistant to several advisors with different practices
• Daily client communication and execution of operational tasks and all account maintenance
• Instrumental in creating comrade amongst Advisors and CSA’s by coordinating branch events
• Maintain working knowledge of the industry rules and regulations