michelle rey lutein

Client Service Director

Michelle is a seasoned professional in the financial industry, boasting 25 years of
dedicated expertise in client service. Her unwavering commitment lies in enhancing the client experience by streamlining day-to-day financial tasks for clients and their

In addition to serving as a primary point of contact for client communication, Michelle
also oversees RWA’s sophisticated reporting platform and serves as the firm’s liaison
with our custodian. Within her role, she ensures a seamless transition for new firm
relationships, and adeptly guides clients through their online experience.

Michelle has been with RWA since its founding. Her extensive background within the financial industry includes working at some of the largest financial institutions as well as boutique Registered Investment Advisory firms. Most recently, Michelle led the client service efforts for the southeast expansion of a nationally recognized RIA and held a similar position with a prominent multi-family office in North Palm Beach, Florida.

Michelle is graduate of Emory University, where she majored in psychology and minored in Spanish language. Early in her post-education career, she served as a Behavioral Therapist, focusing primarily on working with children and teenagers with Autism and Asperger’s Syndrome.

Outside of the office, Michelle finds joy in spending quality time with her husband and two young girls. Their shared passion for mixed martial arts unites them as an aspiring brown belt family. Together, they prioritize health, fitness, and nurture their girls’ growing interests in art and entrepreneurship. Michelle and her husband are also experienced real estate investors.