Michael Penn, Financial Advisor

Focus Areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • College Savings

About Michael

Our passion is to help you and your loved ones reach all your financial goals. We are driven by the desire to understand what is most important to you and to create custom solutions tailored just for you. With an established process and a commitment to be your partner for life, we are dedicated to helping you achieve your financial dreams.

At Edward Jones, we have the tools and resources needed to assess your current financial situation and develop a clear path to help reach your goals.

I value the simple things in life and have a love for travel and new...

Work History

  • Edward JonesJune 2014 to Current

Education

  • U of North Carolina-CharlotteBachelor of Arts and Science

Personal Interests

  • Spending Time with Family
  • Traveling
  • Golfing
  • Snorkeling

Team Members

  • Daniel Levister
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

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