Michelle Miles

Financial Advisor

Role: Financial Advisor at Edward Jones
Location: Tacoma, WA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Michelle Miles

With several decades in financial services and business leadership roles, I understand…

Experience

Financial Advisor
Edward Jones
Jun 2025 — Present · Tacoma, WA, US

Skills

Strategic Planning
B2b
Relationship Management
Account Management
Microsoft Office
Sales
Fha
Microsoft Powerpoint
Mergers & Acquisitions
Mortgage Underwriting
Investments
Real Estate
Salesforce.com
Mortgage Lending
Lead Generation
Commercial Banking
Refinance
Data Analysis
Cold Calling
Cross-Functional Team Leadership
Marketing Strategy
Residential Mortgages
Customer Retention
Finance
Tableau
Underwriting
U.s. Federal Housing Authority (Fha)
Business Strategy
Credit
Cash Flow Analysis
Contract Negotiation
Selling
Loans
Management
Team Building
Sales Management
Social Media Marketing
Marketing
Team Leadership
Solution Selling

Contact information

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Work email
•••••@edwardjones.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Edward Jones

Financial Services · 47K employees · Founded 1922 · St. Louis, Missouri, United States

Edward Jones is a leading North American financial services firm in the U.S. and through its affiliate in Canada. The firm’s more than 20,000 financial advisors throughout North America serve more than 9 million clients with a total of $2.2 trillion in client assets under care as of December 31, 2024. Edward Jones' purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm's approximately 54,000 associates and our branch presence in 68% of U.S. counties and most Canadian provinces and territories, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is at www.edwardjones.com, and its recruiting website is www.careers.edwardjones.com. Member SIPC.

edwardjones.com

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