Michelle Zink

PROFESSIONAL BIO

Michelle is a crucial part of the Wealth By Design team, helping clients with their needs and answering their operational questions.  She is part of LPL Business Solutions, a service that provides industry-trained LPL professionals who partner with advisors to provide support on administrative tasks and client management functions.  In other words, she's a great complement to Aileen and is the go-to person if Aileen is not available.

Michelle has been in the financial industry since 1999.  Prior to joining LPL, she worked as a Senior Client Service Associate for 10 years at Morgan Stanley and 12 years at Wells Fargo Advisors.  She enjoys working with clients in her role as an Admin Solutions Consultant, fielding questions on topics from retirement accounts to annuities, brokerage and advisory accounts, setting up and simplifying Account View (online account reviewing) and DocuSign tools, and everything in between.

PERSONAL BIO

A native of San Diego, California, Michelle is adventurous and enjoys road trips and hiking with her boyfriend.  In her free time, she enjoys bowling, baking, and spending time with her grandsons.