Michelle Westin

Financial Advisor | Understanding what is most important to you!

Role
Financial Advisor at Edward Jones
Location
Denver, CO, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Michelle Westin

I am passionate about understanding what is most important to you and partnering together to bring a sense of clarity, comfort and confidence in your financial future!Having come to Edward Jones from the second largest global asset manager, The Vanguard Group, I bring a strong financial services background to my business. In my career I have pursued roles which focused on investments, industry relationships, leadership and strategic problem-solving. I became a financial advisor to use my experience and knowledge to serve clients and my community more personally. My team and I are focused on building personal connections and trusted relationships which allow us to more deeply serve each unique individual.\"What is most important to you\" is an invaluable question. For me, spending time with loved ones, serving others, exploring nature\'s beauty, traveling and supporting my family are most important. I want to hear what is most important to you and be a trusted partner in your journey!When working together, we use an established process to build personalized strategies then partner with you throughout your life to help keep you on track. I meet with clients in person, by phone or via Zoom. I look forward with connecting with instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

  1. Financial Advisor

    Edward Jones

    Jun 2023 — Present · Denver, CO, US

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Michelle Westin — Financial Advisor at Edward Jones in Denver, CO, US | Unifers