AUM Special Operations
Michelle Phillips assists with AUM Special Operations and is an Investment Advisor Representative at Oxford Wealth Advisors. She assists with new account processing, managed money deposits/withdrawals, and customer service in the managed money sector.
Michelle has 38 years of industry experience and has passed her Series 7, 3, 63 and 65 exams.
During her free time, Michelle enjoys volunteering at the Origins Crisis Pregnancy Center. She is a mother of four, and a proud grandmother of five (so far!).