DELARME WEALTH MANAGEMENT - Key Persons
Job Titles:
- President and Founder of De
Job Titles:
- Associate
- Associate for the Team
Michelle comes to the firm with seven years of financial services industry experience, having worked previously with Edward Jones and Wells Fargo.
Michelle is the dedicated Associate for the team at DeLarme Wealth Management, Inc. Michelle has more than a decade of experience in the financial services industry, having worked previously with Edward Jones and Wells Fargo.
Michelle is in charge of the day-to-day operations of the office, and is often the first point of contact in assisting our clients with their account needs. Whether it be helping them to access their accounts online, processing a client request to transfer funds, answering statement questions, or scheduling a meeting - Michelle is dedicated to providing excellent customer service to our clients.
A native of San Diego, Michelle earned her degree in Psychology from Arizona State University. In her free time, she loves spending time with her family, reading, and traveling.
Founded in 1962, Raymond James is one of the largest financial services firms in the country. They support more than 8,100 financial advisors and oversee more than $896 billion in assets for more than 3 million clients globally*. Raymond James serves as the custodian for our client accounts while providing us with state-of-the art technology, investment research, and compliance oversight so we can focus our time on serving our Clients.
*As of 12/31/2019. Past performance is not an indication of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.