FUND A LIFE YOU LOVE

Michelle McCarthy

Relationship Manager

mmccarthy@lenoxwealth.com

 

Kolbe Score

7725


Top 5 StrengthsFinders

  • Responsiblity
  • Discipline
  • Analytical
  • Maximizer
  • Empathy

What three words best describe you?

  • Loyal
  • Efficient
  • Organized

 

What I like best about my role at Lenox

Being able to work and meet directly with the clients.


Special Area of Interest

Trusts


Best advice I was ever given

Elizabeth advised me to come out and talk with Steve about joining Lenox.


What does “Fund a Life You Love” mean to you?

Helping our clients achieve their financial goals to not only fund the life they love but to have the freedom to enjoy it.

 

Clients often tell us that we show them how to think about issues more thoroughly and help them ask the right questions. It’s a joy to see the peace of mind they experience when they have a plan in place that matches their financial goals and life dreams.

 

Biography

 

Detailed-oriented and organized to a fault, Michelle joins Lenox as a Relationship Manager. She brings 20 years of wealth management experience with her after serving as the Trust Operations Manager and Relationship Manager with the Private Reserve of U.S. Bank.

 Born and raised in Newport, KY, Michelle now resides in Independence, Ky with her two cats. Her favorite pastime is watching and cheering on the UK Wildcats!