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portrait of Michelle A Willingham
FINANCIAL ADVISOR

Michelle A Willingham

AAMS™, CRPC™
550 Bailey Ave Ste 355, Fort Worth, TX 76107opens in a new window
CallSend Me a Message

About Michelle

I am a dedicated and client-focused financial partner with a banking and financial planning background. I use that background, along with my AAMS™ and CRPC™ designations and my degrees from Texas Women’s University, to educate and support my clients in making appropriate choices to secure their financial future. The cornerstone of my practice is confidentiality, and I dedicate the time to personally know my clients, their goals and family financial objectives. I regularly collaborate with a team of CPAs, attorneys and other trusted professionals to provide current and comprehensive guidance using an established strategic process.

My in-depth approach to wealth building...

Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Divorce Finances
  • College Savings

Work History

  • Edward JonesSeptember 2013 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Texas Womans UniversityMasters
  • Texas Womans UniversityBachelor of Business Admin

Personal Interests

  • Spending Time with Family
  • Baking
  • Traveling
  • Gardening
  • Volunteering

Team Members

  • Amber Bergman
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends

Phone

(817) 820-1559

Fax

(855) 205-5091

Office Address

550 Bailey Ave Ste 355
Fort Worth, TX 76107opens in a new window

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