Title: Registered Client Service Associate, CapTrust Advisors
Branch / Location: Ann Arbor, MI
With more than 30 years in the financial services industry, Michelle Moore is in a league of her own.
She joined McDonald Partners recently as a Registered Client Service Associate. In this role, she is responsible for providing support to McDonald Partners’ Financial Advisors and their clients. Michelle is adept at all aspects of the client experience – from opening new accounts and maintaining client and account information, to processing deposits and distribution requests.
Prior to her role with McDonald Partners, she spent 20 years with Wealth Management as a Senior Registered Sales Associate, supporting Financial Advisors and handling office operations. Michelle holds FinRA licenses as well as Series 6 and Series 63. She has an Associate Degree in Business Administration from Purdue University, Global.
Outside of work, Michelle enjoys spending time with her large family – especially her grandchildren. She serves on the committee of her childhood neighborhood’s annual BBQ gathering and is also a certified Wilton Method Cake Decorating Instructor. According to Michelle, “I love teaching cake decorating and seeing the joy on the faces of my students – the young and the not so young – when they learn new techniques to create beautiful cakes or cupcakes.” Her favorite saying to her students is, “In this class, you can eat your mistakes!”