Michelle H. Soufan, CFP®

Senior Wealth Advisor
Office: 781-314-1300 | Direct: 781-907-7334

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 and 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 currently serves on the Duke Boston Alumni Regional Board, is a member of The Philanthropy Connection (a women’s collective giving organization) and is involved in various other non-profit organizations around the Boston community.

Michelle and her husband split their time between downtown Boston and the 16th arrondissement in Paris, France. In her free time, Michelle enjoys running around the Charles River, studying languages and traveling.

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