Charles Michael, Financial Advisor

About Charles

You can't be all things to all people, and I don't try to be. Though I've been a financial advisor for more than 25 years, I purposefully keep the number of households I serve low – below 150 (currently I serve just over 100) – in order to provide the highest quality, most personal service possible. The work I do involves numbers and complex financial scenarios, of course, but it also insists on a personal relationship with each client. It's the only way to completely understand their life's priorities and changes and even to be able to anticipate their needs...

Work History

  • Edward JonesJuly 1997 to Current

Team Members

  • Stephanie Wang
    Sr. Branch Office Administrator

Send Me a Message

* Required field
How can we support you?
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

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

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

Take the quiz

Setting your path

We use an established process to help you reach your goals.

Learn More