portrait of Michele E Ouellette
FINANCIAL ADVISOR
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

About Michele

I discovered my passion for finance at an early age due to my family working in the industry. My first experience with Edward Jones was in 1994 as an intern, while in college. I began my career as an Edward Jones financial advisor in 1999. My focus is assisting clients in transition, such as job changes, retirement, death of a spouse or receiving an inheritance.

A 1996 graduate from Webber College, I have a Bachelor of Science in business administration with a major in finance. In 1999, I earned my M.B.A. in business administration, also from Webber College. I hold a...

Focus Areas

  • College Savings
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies

Work History

  • Edward JonesJune 1994 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Webber International UnivMBA (Masters of Bus Admin)
  • Webber International UnivBachelors

Personal Interests

  • Art & Theater
  • Baking
  • Painting
  • Tennis
  • Traveling

Team Members

  • Jennifer Lewis-Gravelle
    Associate Financial Advisor
    CRPC™
  • Angela Goolsby
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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