Michelle Tully Email & Phone Number

Michelle brings to BLBB over two and a half decades of seasoned expertise in client relations within the financial services sector. She transitioned to our team from Edward Jones, where her dedication to client satisfaction and excellence earned her several prestigious awards. In her capacity as Senior Client Service Administrator at BLBB, Michelle assumes a pivotal role as the administrative liaison for financial advisors Clifford Haugen and Nicholas Bucci. Her responsibilities encompass orchestrating daily operations, facilitating efficient account processing, executing timely distributions, coordinating fund allocations, and executing monetary transfers. Michelle prides herself on cultivating enduring client relationships and acquainting herself with the unique financial objectives of our clients to ensure personalized and effective guidance. Residing in Bucks County for over a quarter-century, Michelle is deeply rooted in the local community. Beyond her professional endeavors, she finds fulfillment in culinary pursuits, beach outings, and cherished moments with her family. A passionate advocate for animal welfare, Michelle generously contributes to animal rescue initiatives and eagerly anticipates dedicating her time to local shelters in the upcoming summer months.