OUR TEAM
Michelle Boyle
Client Service Associate
Michelle’s experience in client servicing dates back to 1987 with various software and advertising firms.
She entered the financial industry in 2018 as a Client Service Associate, bringing her extensive background in client relations to the financial sector. Her diverse experience in business operations provides a strong foundation for supporting clients’ investment and servicing needs.
As a Client Service Associate, she prides herself on being detail-oriented, dependable, and committed to providing exceptional account service. She excels in managing complex administrative tasks while maintaining the highest standards of professionalism. Her caring approach and steadfast dedication to client satisfaction make her an invaluable member of the team.
When not working, Michelle cherishes time with her two sons, two daughters, and her Aussiedoodle “grand pup”. She finds joy in her flower garden, having an active lifestyle, and spending quality time with friends.