Michelle Laverty is the Practice Manager for the Jervis Financial Group in Warren, Ohio. Coming from a banking background of 21 years serving as a personal banker she has a wealth of knowledge concerning the financial planning industry.
As the Practice Manager, Michelle handles support for advisors concerning opening new accounts, servicing existing accounts, and coordinating the maintenance of annuities. She also assures that the practice is meeting all current financial regulations and compliance standards. Michelle assists clients with their account inquiries and requests.
Michelle has her Series 6 License (held through LPL Financial) along with her Life and Health Insurance License. She graduated from Youngstown State University with her Associates in Finance degree.
Michelle resides in Brookfield, Ohio with her husband and two children along with her 2 dogs and 2 cats. She enjoys attending sporting events and has been very active in various school associations and boards.