Financial Advisors
Gilbert, AZ
Edward Jones financial advisor Michelle D Ovadia, CFP®|AAMS®, provides personalized financial planning and investment management services to individuals and families in the Gilbert area. With CFP certification and the AAMS designation, she offers comprehensive financial guidance including retirement planning, investment strategy, and wealth management. Edward Jones is known for its local branch approach, delivering one-on-one service tailored to each client's specific financial goals.
Ideal for: Individuals and families seeking comprehensive financial planning, retirees managing investment portfolios, business owners planning for succession and wealth transfer
Service area: Gilbert, Arizona and surrounding communities
CFP and AAMS Credentials: Michelle Ovadia holds both CFP (Certified Financial Planner) and AAMS (Accredited Asset Management Specialist) designations, demonstrating advanced expertise in comprehensive financial planning and investment management.
Local Personalized Service: As an Edward Jones local branch advisor, Michelle provides face-to-face relationship-based financial guidance tailored to individual and family goals rather than a one-size-fits-all approach.
Address: 1528 E Williams Field Rd #105, Gilbert, AZ 85295
Phone: (480) 855-7426
Website: edwardjones.com
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