Broker Check
Michele Palmer

Michele Palmer

Administrative Professional, Cambridge Source Office Assistant

Through a partnership with our independent broker-dealer, Cambridge Investment Research, Inc., we
have access to a team of virtual office assistants who allow us to spend more time with our clients by
taking on more administrative tasks. Michele Palmer joined Cambridge in 2018. In her current role,
Michele assists financial professionals with account management, reporting and planning,
communication, and client management. Additionally, she has completed the Cambridge Client Service
Excellence (CCSE) certification training and is a certified Lean Six Sigma Yellow Belt. Michele lives in Orange
Park, Florida and enjoys spending time with her family and animals, practicing yoga, and crafting in many
forms.