RELATIONSHIP MANAGEMENT TEAM
Michelle Petruolo, AWMA®
Senior Relationship Manager
With almost four decades of experience in the financial services industry, Michelle joined Triangle in January 2003. Dedicated to the Firm’s client-centered culture, Michelle helps our families navigate and develop their unique financial plans. Michelle is committed to providing families with expert advice, personalized guidance, and superior service.
In Her Own Words:
“Families rely on me for my advice and expertise. I deeply respect the confidence our families place in me and our Firm. I am motivated each day to provide our clients with care, concern, and guidance to improve the quality of their financial future.”
Past Experience:
Account Management, Private Financial Advisors Division, Wachovia Bank
Account Management, Wachovia Securities
Credentials/Certifications:
Accredited Wealth Management Advisor, College of Financial Planning