Michelle Jarvis, Financial Advisor

Focus Areas

  • Charitable Giving
  • Entrepreneurs & Business Owners
  • Insurance & Annuities
  • Intergenerational Planning
  • Retirement Income Strategies
  • Estate & Legacy Strategies

About Michelle

As a financial advisor, I approach my work with one goal in mind: to help lift burdens off my clients’ shoulders by simplifying the chaos and removing the intimidation that so many feel when it comes to money. To me, success is when you have confidence in your decisions and can refocus your most limited resource – time – back on who and what matters to you. I love what I do and respect the responsibility that comes with it.

Change is constant. We grow as individuals and as families. Life throws us curveballs. Our preferences and priorities shift. The financial...

Work History

  • Edward JonesJune 2000 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • ChFC®

    Chartered Financial Consultant®

Education

  • Bradley UniversityBachelor of Science

Team Members

  • MacKayla Powell
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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