Michael Bandy, Financial Advisor
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • College Savings
  • Special Needs Financial Considerations
  • Information Technology Professionals

About Michael

My career in financial services brings together two of my passions, helping people and finance. I believe I can make a difference in the lives of families in my community.

For the past 25 years, I've helped Individuals and businesses develop, implement and manage financial and tax investments and strategies to deliver on their goals. I'm excited to utilize my finance experience to help business owners and families get the resources they need through Edward Jones to achieve their life goals.

At Edward Jones, we strive to make sure clients feel heard, and that we understand their unique story. We also work...

Work History

  • Edward JonesApril 2024 to Current
  • Liberty Tax ServiceJanuary 2024 to April 2024

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • San Jose State UniversityBachelor of Science

Personal Interests

  • Active Lifestyle
  • Sports Enthusiast
  • Basketball
  • Community Outreach
  • Health & Nutrition

Send Me a Message

* Required field
How can we support you?
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More