Email Me
$7 trn
UBS Group invested assets
As of 12/31/2025
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Financial Advisor
Accredited Asset Management Specialist
Born in the Philippines, Michelle was raised by her grandparents in a small village approximately 55 miles south of Cebu. She attended the University of San Carlos, where she developed her passion for finance and management and met her husband, Jerry.
After beginning their careers in the Philippines, Michelle and Jerry relocated to Cape Cod in the early 2000s.
Michelle joins UBS from Edward Jones and brings more than 20 years of financial services experience. Throughout her career, she has held roles with Bank of America, Sovereign Bank, and Edward Jones, helping clients navigate important financial decisions and working to build lasting relationships based on trust and personalized service.
Beyond her professional accomplishments, Michelle is deeply committed to serving her community. She volunteers with the YMCA Teen Achievers Steering Committee and supports the Financial Empowerment Program at WE CAN, helping individuals gain the knowledge and confidence to achieve their financial goals.
In her free time, Michelle enjoys paddleboarding, traveling, and spending time with family and friends, as well as her beloved dog, Spike.
Credentials
Financial Advisor
Accredited Asset Management Specialist
Born in the Philippines, Michelle was raised by her grandparents in a small village approximately 55 miles south of Cebu. She attended the University of San Carlos, where she developed her passion for finance and management and met her husband, Jerry.
After beginning their careers in the Philippines, Michelle and Jerry relocated to Cape Cod in the early 2000s.
Michelle joins UBS from Edward Jones and brings more than 20 years of financial services experience. Throughout her career, she has held roles with Bank of America, Sovereign Bank, and Edward Jones, helping clients navigate important financial decisions and working to build lasting relationships based on trust and personalized service.
Beyond her professional accomplishments, Michelle is deeply committed to serving her community. She volunteers with the YMCA Teen Achievers Steering Committee and supports the Financial Empowerment Program at WE CAN, helping individuals gain the knowledge and confidence to achieve their financial goals.
In her free time, Michelle enjoys paddleboarding, traveling, and spending time with family and friends, as well as her beloved dog, Spike.
Credentials
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
