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portrait of Michelle D Ovadia
FINANCIAL ADVISOR

Michelle D Ovadia

CFP®, AAMS™
2730 S Val Vista Dr, Bldg 3 Suite 114, Gilbert, AZ 85295opens in a new window
Accepting New Clients
CallSend Me a Message

About Michelle

As a level 10 financial advisor with Edward Jones, I am passionate about my commitment to my clients and believe it is fundamental you feel understood, informed and secure. It is essential for me to know what you value so I can create personalized strategies to help you reach your goals. We will work together throughout your life to help you stay on track, and we will work as a team with your CPA, attorneys and any other professionals to determine the most appropriate financial strategy for you and your family. I enjoy working with individuals and business owners alike,...

Focus Areas

  • Wealth Strategies
  • Business Retirement Plans
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Employee Stock Options

Work History

  • Edward JonesApril 2014 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of California-DavisBachelor of Arts
  • Univ of California-DavisBachelors

Personal Interests

  • Health & Nutrition
  • Volunteering
  • Personal Fitness
  • Music
  • Art & Theater

Team Members

  • Taharqa Simpson-Davis
    Branch Office Administrator

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 - 04:30PM
Sat Closed
Sun Closed

Phone

(480) 855-7426

Fax

(877) 462-1992

Office Address

2730 S Val Vista Dr
Bldg 3 Suite 114
Gilbert, AZ 85295opens in a new window

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