Michelle Cooper JD, MBA
Partner & Director, XML-W - Women, Wealth and Wellness
Michelle Cooper is the Director and Co-founder of XML-W, a division of XML Financial Group that 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 (both entities are now owned by Bank of America) 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
. In this book, Michelle shares her personal story of resilience after the sudden loss of her husband to suicide. By sharing her journey and the life lessons learned along the way, she hopes to empower women to become more active and involved with their finances and estate plan so they can live more healthy and secure lives. Michelle has been featured on several local and national media outlets and was recently named one of JWI’s 2019 Women to Watch. Her Story:
At the young age of 36 my life took an unexpected turn. I was thriving in my career, a new mother to twins and happily married. Then, in an instant my world was turned upside down when my husband of eight years took his life. I became a single parent overnight and was left to juggle the demands of raising my children and working full time. Because of the planning I had in place and my financial know how, I was able to survive and eventually rebuild a wonderful life for my family. This journey and the life lessons I have learned along the way have encouraged me to write a book and found XML-W. I seek to empower women by giving them insight and education, so that they can achieve their financial goals and leave a lasting legacy for their family.
Education & Philanthropy
Michelle earned a Bachelor of Science in business from Miami University. She then attained her Juris Doctor and Master of Business from Capital University, with honors. She is admitted to the bars of the State of Maryland and Washington, DC. Michelle is a member of the Ambassadors Council for N Street Village and a supporter of the Ovarian Cancer Research Fund and Joy of Motion Dance Center. She is married to Paul Cooper and they have five incredible children together. She enjoys yoga, traveling, a good bottle of wine and helping women thrive! FINRA’s BrokerCheck
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