portrait of Michelle McCarthy

About Michelle

Throughout my life, helping others has been an integral part of who I am. One day at work, after helping a co-worker with their benefits planning, I realized that I could have a career doing something I enjoyed while also helping my friends and community.

So, after a successful 13-year career in Corporate America, I pivoted and became a financial advisor at Edward Jones, a company that shares my passion for building a community where people are respected and valued for who they are.

I work with individuals and small businesses. I get to know my clients and build a personalized...

Focus Areas

  • New Investors
  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • College Savings

Work History

  • Edward JonesJuly 2023 to Current
  • United AirlinesAugust 2011 to May 2021

Education

  • University of IowaBachelor of Business Admin

Personal Interests

  • Spending Time with Family
  • Volleyball
  • Pets
  • Pilates
  • Pickleball

Team Members

  • Cathy Bryan
    Sr. Branch Office Administrator
    FPQP®

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