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Client Service & Analytics

Michelle Bumgarner

Director
Middle Market Client Service Manager

919.516.7409

Background

Michelle Bumgarner, AIF®, CEBS®, Director, joined BB&T in 2001 and SCM in 2022. She has industry experience since 2014 and retirement plan administration and consulting experience since 1997. Michelle is the Retirement Solutions and Client Service Manager on the Client Service Team. She went to Meredith College, where she received her B.S. in Business Management and a M.B.A. in Business Administration. She holds the Accredited Investment Fiduciary® and the Certified Employee Benefit Specialist® Program designations.

Area of Focus

  • Retirement solutions
  • Client services

Previous Experience

  • BB&T

Education

  • B.S. in Business Management and MBA from Meredith College

Affiliations & Professional Licenses

  • AIF
  • CEBS
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