• MD 301.770.5234
  • VA 703.790.5999 or LMA 703.827.2300
  • CO 970.668.5700
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Our Team

Michelle P. Cooper, JD, MBA

Partner & Director, XML-W - Women, Wealth and Wellness Contact Me

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 (both entities are now owned by Bank of America) as a Director and Senior Trust Specialist 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.

Education & Philanthropy

Michelle earned a Bachelor of Science degree in business from Miami of Ohio University. She then attained her Juris Doctor and Masters of Business degrees from Capital University, with honors. She is admitted to the bars of the State of Maryland and Washington, D.C. Michelle is a member of the Ambassador’s Council for N Street Village, a supporter of the Ovarian Cancer Research Fund and Joy of Motion Dance Center. She is married to Paul Cooper and they have five wonderful children together. She enjoys yoga, traveling, a good bottle of wine and helping women thrive!

Investment advisory services offered through XML Financial Group. Securities offered through Lara, May & Associates, LLC, Member FINRA/SIPC.

 

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We offer a full suite of investment services
For
advisors

Whatever your current background is in an investment advisory capacity, We can help you think about, address, and execute on the decision to go independent.

Our
Services

The Wealth Advisors offers very personalized and consultative financial services.

Brokerage
Services

Brokerage Services through our affiliated broker dealer.

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 (both entities are now owned by Bank of America) as a Director and Senior Trust Specialist 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.

Education & Philanthropy

Michelle earned a Bachelor of Science degree in business from Miami of Ohio University. She then attained her Juris Doctor and Masters of Business degrees from Capital University, with honors. She is admitted to the bars of the State of Maryland and Washington, D.C. Michelle is a member of the Ambassador’s Council for N Street Village, a supporter of the Ovarian Cancer Research Fund and Joy of Motion Dance Center. She is married to Paul Cooper and they have five wonderful children together. She enjoys yoga, traveling, a good bottle of wine and helping women thrive!

Investment advisory services offered through XML Financial Group. Securities offered through Lara, May & Associates, LLC, Member FINRA/SIPC.