Experience & Expertise

Michelle is a Senior Private Client Service Specialist at Greenspring Advisors, where she supports the firm and its clients with inquiries related to money movement requests, new account openings, and initiating client transfers. Michelle enjoys working with clients and prioritizing their financial needs. She is dedicated to putting a smile on every client’s face.

Michelle attended the School of Business at New Jersey City University, where she graduated with a bachelor’s degree in finance. Michelle brings years of experience in the financial industry and a track record of serving clients.

Prior to joining Greenspring Advisors, Michelle began her career in the financial industry, where she worked as a relationship manager supporting senior advisors at a wealth management firm. Most recently, she served as an operations manager, where she managed the firm’s client portfolio workflow.

Michelle lives with her husband, Shamar, daughter Samara, and their dog, Noah, in Jersey City, NJ. In her free time, she enjoys spending time with her family and friends, visiting new restaurants, and watching Cocomelon with Samara.

Favorite Thing About Working With Clients

“Building business/personal relationships, making a positive impact in helping them achieve their goals from their onboarding process to processing a wire disbursement and witnessing our clients live their ideal lives.”

My Philosophy On Client Service

“Client service is built on empathy, responsiveness, and accountability. Every interaction, whether business or personal, is an opportunity to build trust, deliver value, and create long-lasting relationships.”