Michelle P. Cooper

Michelle Cooper - Indya C

Meet Michelle

Michelle P. Cooper is the Director and Co-founder of XML-W, a division of XML Financial Group which focuses on the planning and financial needs of women at all stages of their lives. She brings to XML-W over 25 years of experience in the estate planning, finance and tax fields. Prior to joining the XML team, she worked for Merrill Lynch and U.S. Trust as a Director helping high-net-worth clients design and update their estate plans. She also had the responsibility of educating over 650 financial advisors on estate planning and trust services. Before starting her career at Merrill Lynch in 1996, she worked as an attorney specializing in tax and estate planning for the law firms of Ralph R. Polachek & Associates and Joseph, Gajarsa, McDermott & Reiner, P.C.

Michelle recently wrote a book called I’ve Still Got Me – A Widow’s Journey to Love, Happiness & Financial Independence. One Monday morning, Michelle left for work a happily married woman and new mom to twins. That afternoon, she received a phone call that changed her life forever. Her husband had suddenly passed away. Hear what it really looks like when tragedy strikes, what she learned and how she found stability, love and happiness again. Michelle has been featured on several local and national media outlets and was recently nominated as one of JWI’s 2019 Women to Watch.

Session Category:

Investing & Retirement

Session Topic:

Surviving & Thriving When Tragedy Happens

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