Michelle, Client Associate, has assisted the Everest Capital Private Wealth Management Group of Wells Fargo Advisors since 2009. She provides administrative support to the financial advisors of the team and we often call her the Chief Kindness Officer. Michelle is passionate about supporting clients and the entire team. She assists with key meeting preparation, account opening facilitation and account transfers. Michelle and her husband, Jeff, have two children, Ryan and Allison. They reside in Woodland Hills, California with their two Australian Shepherds.
The Forbes Top Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Fees paid for use of logos.