Michelle H. Soufan, CFP®Senior Wealth Advisor
Michelle is a Senior Wealth Advisor in our High Net Worth practice, which serves clients with $3.5 million or more of investment assets. She works closely with individuals and families to provide comprehensive financial planning and investment management solutions. A few key areas of focus include working with multi-generational families, business owners, and families with an international presence.
Michelle joined Ballentine in 2021 with over 16 years of experience across the fields of consulting, insurance, investments, and wealth management. Most recently, she was a Senior Client Advisor at TFC Financial Management. Before that, she worked in the RIA space with Crestwood Advisors and Fort Washington Investment Advisors. Michelle began her career as a risk/ management consultant for Navigant Consulting and subsequently worked as an internal consultant in the Leadership Development Program at Western & Southern Financial Group (a Fortune 500 company based in Cincinnati, Ohio).
Michelle received a BA in Economics from Georgetown University, where she was also a member of the NCAA Division I swim team. She has an MBA from the Fuqua School of Business at Duke University and is a CERTIFIED FINANCIAL PLANNERTM. Michelle is involved with various non-profit organizations around the Boston community and nationally – including serving on the Duke Boston Alumni Regional Board and assisting multiple non-profit organizations with strategy development and financial planning.
Michelle, her husband, and young son split their time between downtown Boston and the 16th arrondissement in Paris, France. In her free time, Michelle enjoys running along the Charles River, studying languages, and traveling.