Michelle BenedictMichelle BenedictSenior Client Associate
About Michelle
Michelle Benedict is a Client Associate at J.P. Morgan Wealth Management.
Michelle serves as a reliable resource for clients of The HDYG Team, helping them gain greater control over their finances by addressing their operational and administrative needs. Extremely responsive, she brings warmth and empathy to her role, eager to put clients at ease and contribute to their financial well-being.
Within the team, Michelle holds a number of responsibilities, including new account onboarding, money movement, customized reporting, charitable giving and meeting scheduling. She prizes the opportunity to develop trusted relationships with clients, sensitive to their distinctive preferences. Michelle also appreciates the personalized nature of each client's interests and intentions, proud to help families advance a more secure framework for their wealth.
Prior to moving to J.P. Morgan Wealth Management with her team in 2023, Michelle served as a Client Service Associate with First Republic Private Wealth Management. Previously, she was a Registered Client Service Associate with Fairway America, an investment manager focused on private real estate. Her career also includes two-and-a-half years with Phillips and Company Wealth Strategies, where she was an Administrative Client Associate, and three-and-a-half years with Scherzer Strom, where she was a Paralegal.
Originally from the Pacific Northwest, Michelle is a magna cum laude graduate of Eastern Oregon University, where she earned her B.S. in Business and Communication and Media Studies. She also earned her Associate's in Paralegal Studies from Portland Community College. Michelle holds FINRA Series 7, 63 and 66 securities licenses, and has successfully completed the Securities Industry Essentials® (SIE®) Exam.
Outside the office, Michelle is working toward her private pilot's license, following in the footsteps of her family members. In her free hours, she also loves to spend time with her rescue dogs, Cabo and Jet, and cat, Duchess.
Insights
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