Michelle Holmes

Associate Vice President / Private Wealth Services

Drawing on more than 30 years of experience in the financial services industry, Michelle uses her extensive knowledge and expertise to deliver highly customized services to our clients.   Previously, she was an Associate Vice President and Wealth Management Associate at Morgan Stanley for more than 10 years. Prior to that, she was a Registered Associate at UBS Financial Services for 16 years. Michelle currently holds both the Series 7 and 66 registrations.

Passionate about community service, Michelle was a member of the Farmers Branch City Council from 2009 through 2012. In 2016, she was the Chair of the Citizen Bond Committee and was recognized for her leadership when she was awarded the Mayor’s Leadership Excellence Award in 2018. Michelle is currently a board member of the Valwood Improvement Authority and is also an active member of The Civic League, which serves the Addison, Carrollton and Farmers Branch communities. 

Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and the Firm are not affiliated companies. Investments through PKS or the Firm are: NOT FDIC INSURED, NOT BANK GUARANTEED, MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL, NOT INSURED BY ANY STATE OR FEDERAL AGENCY.