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P.O. Box 702
Safety Harbor, FL 34695


(727) 647-7748

Michele Palmer

Michele Palmer

Administrative Specialist, Cambridge Source Office Assistant, Marketing

Through a partnership with our independent broker-dealer, Cambridge Investment Research, Inc., we have access to a team of virtual office assistants who allow us to spend more time with our clients by taking on more administrative tasks. Michele Palmer joined Cambridge in 2018. In her current role, Michele assists financial professionals with account management, reporting and planning, communication, and client management. Additionally, she has completed the Cambridge Client Service Excellence (CCSE) certification training and is a certified Lean Six Sigma Yellow Belt. Michele lives in Ottumwa, Iowa, with plans to move to Orange Park, Florida in the near future. She enjoys spending time with her family and animals, practicing yoga, and crafting in many forms.