Michelle A. King, FPQP™, CAP®

Director of Client Services

Michelle King is the Director of Client Services.  She began her career with RTD in 1996 as the Office Manager. Today, Michelle dedicates her time orchestrating the backoffice operations, training Client Service Associates and servicing clients. 

Michelle is currently a member of Charles Schwab’s Technology Operations Service Board (TOS).  The Board consist of independent investment advisors that advise Charles Schwab on issues relevant to the independent advisor and their experience with Charles Schwab’s service, technology and products. 

In addition, Michelle is an alumnus of TD Ameritrade’s Client Experience Board. 

Michelle earned the designation of Financial Paraplanner Qualified Professional (FPQP™) through the College for Financial Planning. She also earned the designation of Certified Administrative Professional with a specialty in Office Management (CAP-OM®) through the International Association of Administrative Professionals.

 Ms. King resides in Montgomery County and is a proud mother of three children, two granddaughters and one grandson.