Please complete the CAPTCHA to continue
A concise factual answer block for searchers comparing this professional profile.
Michelle Worley Mccarthy is listed as Strategic Partner I Smart Investing I Educator: Breaking Down Investing I Women's Advocate I Boy Mom x 2 I Dog lover at Edward Jones, a company with 35357 employees, based in Greater Chicago Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Michelle Worley Mccarthy.
Michelle Worley Mccarthy previously worked as Financial Advisor at Edward Jones and Director - Customer Experience (COVID Strategy) at United Airlines. Michelle Worley Mccarthy holds Bba, Accounting And Mis from The University Of Iowa Tippie College Of Business.
This section adds company-level context without repeating Michelle Worley Mccarthy's masked contact details.
Review company-level records connected to Michelle Worley Mccarthy before choosing the right outreach path.
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 make a career out of doing something I enjoyed while also helping my friends and community. So after a successful 13 year career, 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 strategy to help them reach their goals - providing the investments, services, and tools my clients need.As your advisor, I want you to feel knowledgeable and in control of your financial health. I will spend the time to explain options and recommendations in a way that is easy to understand. You may know you want to buy a lake house in retirement, send your kids to college, protect yourself from the unexpected, or plan for generational wealth, but you may not have the time or desire to sort through all the options and to figure out the best strategy to get where you want to go. Planning doesn't have to be hard and time consuming, let me make it easier for you! I'm excited to work with new clients – locally and all over the country. No cost to have a quick introduction to get to know each other and figure out if we are a good fit to work together! Not sure if you should work with an advisor, or what questions to ask, or where you should start? Don't worry, I've got you covered. You can ask me anything – no judgement – only partnership and understanding. • Give me a call at 630-916-8440 or email me at michelle.mccarthy@edwardjones.com to get the conversation started!• Or spend 3 minutes completing this assessment to see where might be a good place to start! https://mypriorities.edwardjones.com/?faNo=362672/*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Elmhurst, Illinois, United States
- Wealth Strategies: investment accounts, generational wealth, trust accounts, CDs / Money Market- Planning for retirement (IRAs, Roth IRAs, Roth conversions)- Enjoying Retirement: making your money last- Educational Savings: tax advantaged savings- Tax strategies: tax loss harvesting, tax deferred & tax advantaged investments- Planning for the unexpected.
Specializing in internal audit services for our clients, my main responsibilities include SOx audits, internal audit reviews, and compliance audits. Because of the size of PwC, I have also been given the opportunity to work on external (year-end) audits and healthcare audits.
My main responsibilities included preparing personal and Corporate tax returns and auditing local municipalities.
During my summer internship, I was given the opportunity to work on a 3-year tax restatement at a large client. I also assisted with various areas of Corporate tax returns.
During my summer internship, I was able to get similar responsibilities as noted above in my current role at PwC. My internship was valuable in providing me good experience to help me determine what was the best position for me when I graduated.
Other employees you can reach at edwardjones.com. View company contacts for 35357 employees →
Christine Gueydan
Colleague at Edward Jones
Baton Rouge Metropolitan Area, United States
View →
JM
J.T. Mosbacher
Colleague at Edward Jones
Greater St. Louis, United States
View →
BY
Brittney Yeldell
Colleague at Edward Jones
Texarkana, Arkansas, United States, United States
View →
SH
Scott Hoagburg
Colleague at Edward Jones
Spokane-Coeur d'Alene Area, United States
View →
EH
Elisabeth Hardy
Colleague at Edward Jones
South Bend, Indiana, United States, United States
View →
AH
April Hall
Colleague at Edward Jones
Greater Orlando, United States
View →
KM
Kathleen Mcclellan
Colleague at Edward Jones
Breaux Bridge, Louisiana, United States, United States
View →
SK
Santosh K
Colleague at Edward Jones
Charlotte, North Carolina, United States, United States
View →
AR
Ariel Richardson
Colleague at Edward Jones
Dallas, Texas, United States, United States
View →
KY
Katrina Yun-Nikolac, Cfp®, Chfc®, Aams™
Colleague at Edward Jones
San Francisco Bay Area, United States
View →
Quick answers generated from the profile data available on this page.
Michelle Worley Mccarthy works for Edward Jones.
Michelle Worley Mccarthy is listed as Strategic Partner I Smart Investing I Educator: Breaking Down Investing I Women's Advocate I Boy Mom x 2 I Dog lover at Edward Jones.
Michelle Worley Mccarthy is based in Greater Chicago Area, United States, United States while working with Edward Jones.
Michelle Worley Mccarthy has worked for Edward Jones, United Airlines, Pricewaterhousecoopers, and Carpentier, Mitchell & Goddard.
Michelle Worley Mccarthy's colleagues at Edward Jones include Christine Gueydan, J.T. Mosbacher, Brittney Yeldell, Scott Hoagburg, and Elisabeth Hardy.
You can use AeroLeads to view verified contact signals for Michelle Worley Mccarthy at Edward Jones, including work email, phone, and LinkedIn data when available.
Michelle Worley Mccarthy holds Bba, Accounting And Mis from The University Of Iowa Tippie College Of Business.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts