Commonwealth Financial Network
Michelle joined Commonwealth in August 2022. In her dual role, she provides guiding counsel on enterprise-level strategic initiatives and regulatory matters. She also collaborates with the firm’s chief information security officer and the Information Security team on efforts to enhance Commonwealth’s privacy and data security. With more than 16 years working in various capacities in the independent channel prior to Commonwealth, Michelle brings a depth of advisory knowledge and proven experience in the cybersecurity arena, helping to keep Commonwealth at the forefront of the continually evolving regulatory and privacy landscapes.
For Michelle, having the drive to be the best at what you do comes down to the company you keep.
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Commonwealth Financial Network
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Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides financial advisors with holistic, integrated solutions that support business evolution, growth acceleration, and operational efficiency. J.D. Power ranks Commonwealth Financial Network “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Nine Times in a Row.” Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California. Learn more about how Commonwealth partners with more than 2,000 independent financial advisors overseeing more than $272.9 billion* in assets nationwide by visiting www.commonwealth.com. Commonwealth received the highest score among independent advisors in the J.D. Power 2010, 2012, 2013, 2014, and 2018‒2022 U.S. Financial Advisor Satisfaction Studies. Presented on July 6, 2022, for January to May 2022, it is based on responses from 3,039 advisors employed by or affiliated with the firms included in the study. Not indicative of the firm’s future performance. Your experience may vary. Use of study results in promotional materials is subject to a license fee. Visit jdpower.com/awards for more details. *As of 12/31/2021